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Gerald T. Rogers, CFP®

Investment Consultant Senior Vice President

(706) 739-1336


(706) 832-7832

Client Services Team


Gerald Rogers

About Gerald T. Rogers, CFP®

Jerry has more than 20 years of experience working with affluent individuals, families and their closely held entities serving as a Financial Consultant. Jerry attended The Georgia Institute of Technology where he graduated cum laude with a Bachelor of Science in Industrial Management. Prior to beginning his career in financial services, he assisted small businesses in the acquisition and implementation of data processing systems for accounting and inventory control. He later became the owner and publisher of Augusta Magazine. After selling the magazine, he began his career in financial services. Jerry is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds his Series 7, 63, and 65 registrations through LPL Financial, as well as a Georgia Life, Accident & Sickness, and Variable products license.

He is a member of the Greater Augusta Estate Planning Council and Rotary Club of Augusta, where he served as president. He attends First Presbyterian Church of Augusta and serves on the board of deacons. Jerry enjoys spending time with his wife, three children, and grandchildren, and is an avid golfer.