Jack C. Rogers, CFA

Financial Advisor

Advisor's Background

John ("Jack") C. Rogers, a Fairbanks, Alaska native, has embarked on a remarkable journey from his modest beginnings to becoming a prominent figure in the financial realm. Now residing in the bustling metropolis of New York City, Jack specializes in crafting personalized financial and investment strategies for pre-retirees/retirees, business owners, and high earners, accommodating their hectic lifestyles with tailored solutions. With a career spanning various financial institutions, ranging from startups to Fortune 500 companies, including Prudential Financial, Waddell & Reed, AIG, and UBS, Jack has amassed a wealth of experience. His tenure at these firms has reinforced his belief that one-size-fits-all advice falls short of meeting clients' diverse needs. At Alpha UMi Financial, we embrace a client-centric philosophy, prioritizing trust, integrity, and transparency to foster enduring relationships. Your financial prosperity remains our foremost objective.

Jack’s qualifications include:

  • Chartered Financial Analyst (CFA) designation
  • Executive Master of Science in Financial Statement Analysis and Securities Valuation from City University of New York, Baruch College
  • Bachelor of Science in Business Administration with a focus on Finance from California State University, Fresno Backed by his extensive experience and academic prowess, Jack crafts sophisticated financial strategies encompassing equities, fixed income, derivatives, risk management, structured products, and quantitative analysis, tailored to each client's unique requirements.

Proudly Securing Financial Futures in Georgia, Texas, Maryland and New York