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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

TitleCo-Managing Partner & Co-Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2012
View Forum Financial Management, LP →

Forum Financial Management, LP

TitleTrustee
Ownership—
Control personYes
Since2012
View Forum Financial Management, LP →