Jonathan Marichal Rogers
Co-Managing Partner & Co-Chief Investment OfficerForum Financial Management, LPCRD 5307693
About Jonathan Marichal Rogers
Jonathan Marichal Rogers is listed as Co-Managing Partner & Co-Chief Investment Officer at Forum Financial Management, LP in Lombard, IL. Form ADV reports a beneficial ownership band of Under 5%. Jonathan Marichal Rogers is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Forum Financial Management, LP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jonathan Marichal Rogers work?
Jonathan Marichal Rogers is listed as Co-Managing Partner & Co-Chief Investment Officer at Forum Financial Management, LP on SEC Form ADV.
How much of Forum Financial Management, LP does Jonathan Marichal Rogers own?
Form ADV reports a beneficial ownership band of Under 5%.
Forum Financial Management, LP
| Title | Co-Managing Partner & Co-Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2012 |
Forum Financial Management, LP
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2012 |