Jason Rogers

Jason Rogers is a seasoned finance professional with extensive experience in tax associate and wealth planning roles at Corient since August 2019. Prior to this, Jason served as a Lab and Account Manager (part-time) at Richard Rogers, D.M.D. from May 2016 to August 2019 and worked as a Financial Representative at Penn Mutual Carolina Partners from May 2018 to April 2019. Jason holds a Master's degree in Accounting, expected from Gardner-Webb University in December 2024, and previously completed a Master's of Wealth and Trust Management in Finance and Financial Management Services at the same institution from 2018 to 2019. Jason earned a Bachelor of Business Administration (B.B.A.) in Accounting and Finance from Gardner-Webb University in May 2018.