Meet the RIA: Forum Financial
From Meet the RIA by Asset TV
May 29, 2026 · 6 min · Season 7 · Episode 60
About this episode
Jonathan Rogers discusses Forum Financial's history and its unique advisor-owned partnership model.
Jonathan Rogers, Co-Managing Partner at Forum Financial, shares more about the firm’s history and why its 100% advisor-owned partnership model is central to both the client and advisor experience.
People in this episode
Guest: Jonathan Rogers
Topics covered
- advisor-owned partnership
- client experience
- financial history
- investment advice
- business model
Keywords
- Forum Financial
- advisor-owned
- client experience
- investment
- financial services
Mentioned in this episode
Organizations: Forum Financial
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