“I entered the investment industry because my parents invested in a fraudulent private real estate deal while I was in college. It galvanized me and made me want to help people avoid the same mistakes in their own financial lives.“ – Jonathan Rogers
Jonathan graduated from The University of Texas with a B.B.A. in Finance and a B.A. in Plan II Honors. After college, he worked for Dimensional Fund Advisors (DFA) within their financial advisor services group. He then earned an M.B.A. from The University of Chicago Booth School of Business with concentrations in Finance, Marketing, Operations, Entrepreneurship, and Analytical Management.
While pursuing his M.B.A. at Booth, he concurrently did independent consulting work as JMR Consulting with several financial advisory firms in the Chicagoland area. One of those firms was Forum Financial Management, which was led by Norm Mindel. Through conversations with Norm about a start-up idea (which Jonathan had entered into Booth’s New Venture Challenge) and the future of Forum, Norm decided to bring Jonathan into Forum as its COO, with the intent of him becoming Co-Managing Partner with Norm within a year. After several years as Co-Managing Partner with Norm, Jonathan would bring in Nirav Batavia (a classmate of his from University of Chicago) to succeed Norm as the other Co-Managing Partner. UnderJonathan’s leadership, Forum has grown from $650 million of assets managed or serviced in January 2012 to over $3 billion today. Jonathan helped transform the company from a set of partners considering “riding off into the sunset” to one of the fastest growing and largest independent financial advisory firms in the country in large part due to his strategy of recruiting, merging with, and acquiring smaller financial advisory practices. In 2018 Forum was named to both the FA Magazine’s Top 100 and the Financial Time’s Elite 300 firms in the country.