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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

JEFFREY LEE RODGERS

Advisor at SCHWAB WEALTH ADVISORY, INC.

INDIANAPOLIS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bf40dae2-596a-212e-ab01-ef37596759e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Nov 1, 1995 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Apr 4, 1996
Dual registered: yes, broker-dealer
Other names: JEFFREY LEE RODGERS|JEFFREY LEE LEE RODGERS
IAPD individual key: 2698280

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 3, 2012	n/a	yes	INDIANAPOLIS, IN	Current employment

Relationships

Registered with (1)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Jan 3, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bf40dae2-596a-212e-ab01-ef37596759e9
First observed: Nov 1, 1995
Last observed: Sep 14, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEFFREY LEE RODGERS

Advisor at SCHWAB WEALTH ADVISORY, INC.

INDIANAPOLIS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bf40dae2-596a-212e-ab01-ef37596759e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:14 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SCHWAB WEALTH ADVISORY, INC.

No RAUM reported

Jan 3, 2012

n/a

yes

INDIANAPOLIS, IN

Current employment