Your Financial Professionals
JONATHAN ROGERS
Owner/Senior Financial Professional
In 2014, Jonathan began his practice as a financial services professional after being independently contracted with a couple of different firms in the Boston area. In 2016 he started his own financial services company to help people with their financial needs. In 2019, Jonathan began his work as an Investment Advisor Representative, and in 2022 Jonathan launched his own Registered Investment Advisory Company called Clearview Financial Strategies, LLC. Clearview Financial Strategies is passionate about helping individual families achieve their ideal retirements.
Jonathan entered the financial industry so he could help his family take care of their own money, but he quickly developed a passion for helping others. As an independent fiduciary financial advisor, he helps individuals and families, especially those in or entering retirement, achieve total confidence with The ClearView Retirement Roadmap.
Jonathan graduated from Emmanuel College with a degree in financial planning and economics. He holds the Series 6, 63 and 65 investment licenses, allowing him to provide fiduciary financial planning for everything in his clients’ financial situations.