Jonathan Rogers

Co-managing partner

Jonathan Rogers, co-managing partner, leads the strategic growth of the Wealth Advisor Alliance and the operations of its parent RIA, Forum Financial Management. He supports financial advisors across the Wealth Advisor Alliance and Forum communities.

To TAMP or not to TAMP? 3 key decision points for a growing RIA

For practice leaders in fast-expanding firms, relinquishing control to an outsourcer can be challenging.

By Jonathan Rogers

December 9