Jason Rodgers CFA 2018-07-05T10:48:31+00:00

Project Description

Jason A. Rodgers CFA

Vice President, Research Analyst – Great Lakes Review (GLR), a division of Wellington Shields & Co. LLC

Year joined Wellington Shields:  2011

Current: Jason researches and analyzes the approximately 30 companies in the Great Lakes Review Coverage Universe. Great Lakes Review is a research boutique focused on seeking out the highest-quality, medium sized companies headquartered in the Midwest, regardless of industry, for the fundamentally-oriented investor.

Previous Experience/Career Highlights:
Prior to joining GLR in 2003, Jason worked for RAV Financial Services, Inc. (now part of Sequoia Financial), a Cleveland-based financial planning and money management firm, since 1988.

Education and Certifications:

  • John Carroll University, Bachelor’s Degree in Business Administration
  • Chartered Financial Analyst designation (CFA®)

Other Interests and/or affiliations:

  • Jason is a native of Cleveland, Ohio. He is married and has two children.
  • Member of CFA Society of Cleveland

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