James
Rogers

Aurelius Family Office, LLC

CRD#6101155
Investment Advisor
in Bedford, NH

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About this Advisor

James Rogers is a chartered financial analyst operating in Bedford, New Hampshire. Rogers currently works for Aurelius Family Office, LLC. Their career trajectory has included roles at Edward Jones, Sanford C. Bernstein & Co., LLC, Raymond James & Associates, U.S. Army, Acceleratred Wealth Advisors LLC and Aurelius Family Office, LLC. Rogers holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Aurelius Family Office, LLC is a business based in Bedford, NH. It has offices in three locations and a total of six employees. It oversees $114 million in assets under management between its 179 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 179 accounts, 57% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Aurelius Family Office, LLC offers a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Aurelius Family Office, LLC likely include some blend of asset-based and hourly fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

264 South River Road Suite 482
Bedford, NH 03110

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Aurelius Family Office, LLC Brokerage Details

Total Assets Under Management

$113,621,261

NH Average: $509,638,208
Total Number of Employees

6

NH Average: 12
Total Number of Accounts

179

NH Average: 581
Average Account Size

$634,756

NH Average: $877,174

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

James Rogers Work History

James has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Aurelius Family Office, LLC

2020 - 2023 (3 years)

Acceleratred Wealth Advisors LLC

2016 - 2020 (4 years)

U.S. Army

2014 - 2015 (1 year)

Raymond James & Associates

2013 - 2014 (1 year)

Sanford C. Bernstein & Co., LLC

2012 - 2013 (1 year)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aurelius Family Office, LLC

James Rogers
Bedford, NH
Mark Witaschek
Bedford, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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