Jason Kyle Rogers
Investment Adviser Representative at GWN Securities Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Kyle Rogers is an investment adviser representative with GWN Securities Inc. in Jersey City, NJ, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Sound Income Strategies, LLC and Fisher Investments. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey and Texas.
Registrations & licenses
- Investment adviser:
- New Jersey, Texas
- Broker:
9 states and territories
Connecticut, Delaware, Florida, Michigan, New Jersey, New York, Ohio, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 – Aug 2019Atlanta, GA
- T3 Trading GroupMar 2018 – Jun 2018Atlanta, GA
- TORO Management, LLCMar 2017 – Jun 2018Atlanta, GA
- Northpoint Commercial FinanceApr 2015 – Mar 2017Alpharetta, GA
- Bank of AmericaJul 2018 – Aug 2019Atlanta, GA
- Merrill Lynch, Pierce, Fenner & Smith Inc.Mar 2020 – Apr 2021Miami, FL
- Bank of AmericaMar 2020 – Apr 2021Miami, FL
- Extended TravelSep 2019 – Feb 2020San Paolo
- Fisher InvestmentsApr 2021 – Jul 2024Tampa, FL
- Mcadams Group, LLCAug 2024 – Apr 2025Cordova, TN
- Sound Income Strategies, LLCSep 2024 – Apr 2025Fort Lauderdale, FL
- Mcadams Group, LLCOct 2024 – Apr 2025Cordova, TN
- GWN Securities, Inc.May 2025 – Jul 2026Palm Beach Garens, FL
- Charles Schwab & Co. IncJul 2026 – no end date reportedJersey City, NJ
- Schwab Wealth Advisory IncJul 2026 – no end date reportedJersey City, NJ
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About GWN Securities Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $2,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 460
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Palm Beach Gardens, FL
- SEC file number:
- 801-62547
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 13, 2026
View full firm profileOther advisors at GWN Securities Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Kyle Rogers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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