Get To Know James Rodgers

James is a native Texan born in the south Texas town of Refugio. The son of a minister, he grew up in Refugio, Freeport, McAllen, and San Antonio, Texas, and Oppolousas, Louisiana. After graduating from college, James worked for 19 successful years at the Dow Chemical Company in various research and engineering departments. He resigned from Dow to pursue his passion, a career as a financial advisor, in 1997.

Having worked for other national financial services firms during his career, James is keenly aware of the value of an independent broker/dealer firm, such as SagePoint Financial Inc®, gives him. Working with an independent broker/dealer allows him to focus on each client's financial goals and use the products and services most suited for each client without the pressure to promote a particular product or be under pressure to meet a sales quota. Additionally, James's diverse background and experience gives him a broad depth of understanding regarding the needs and the concerns of clients.

James is licensed for securities and insurance and is an investment adviser representative of SagePoint Financial, member FINRA/SIPC, a registered investment adviser. He has an MS in business from Houston Baptist University and teaches income planning and retirement planning classes at selected colleges. He is a member of the Financial Planners Association and the Financial Services Institute. James has offices in Angleton and Tyler, Texas.

James and his wife, Brenda, have two grown children, Cara and James (J.R.). James and Brenda enjoy traveling, events with family, and Saturday mornings at the beach. James enjoys outings on the golf course and is very involved with community and church activities. If you need a speaker for your club, your business, or your organization, call James, as he enjoys public speaking and meeting people.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck