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This profile was last updated on 7/17/2017 and contains contributions from the  Zoominfo Community.

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Wrong Kathleen Jaye?

Kathleen A. Jaye

Customer Service and Operations Specialist

Rogan & Associates Inc

HQ Phone:  (847) 498-2300

Direct Phone: (727) ***-****direct phone

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Rogan & Associates Inc

200 9th Avenue North Suite 150

Safety Harbor, Florida,34695

United States

Company Description

Rogan and Associates creates financial plans that are designed to grow and change with your life. By building personal relationships with our clients, we help them reach the goals they have today, help them manage the surprises that may come tomorrow, and stri...more

Background Information

Employment History

Senior Registered Client Associate

Merrill Lynch & Co. Inc


Web References(7 Total References)


Financial Planning for Life

www.roganfinancial.com [cached]

Kathy Jaye


Financial Planning for Life

www.roganfinancial.com [cached]

Kathy Jaye
Kathy Jaye Kathy joined Rogan & Associates in 2004 as a Customer Service and Operations Specialist. In 2016, Kathy became our Payroll and Benefits Coordinator. She has been in the financial services industry since 1991 after graduating from the College of William & Mary with a BA in History. Her career began as a Sales Assistant in the Institutional Equity Sales department of Wertheim Schroder in New York City. She received her General Securities License from the National Association of Security Dealers in 1992. Kathy moved to the retail side of the industry in 1995 as a Senior Registered Client Associate with Merrill Lynch, Pierce, Fenner, & Smith in several branch offices located in Camp Hill, Pennsylvania, Manhattan East in New York City, and St. Petersburg, Florida. Kathy also has a Series 63 Registration. Additionally, she and her husband David have created a non-profit website, TumorFree.info, which is dedicated to helping brain tumor patients and caregivers find information and support. Kathy and David were blessed with a baby girl, Grace Anne, in October 2005.


Financial Planning for Life

www.roganfinancial.com [cached]

Kathy Jaye


Financial Planning for Life

www.roganfinancial.com [cached]

Kathy Jaye
Financial Planning for Life Financial Planning for Life™ 866.779.3258 Kathy Jaye Kathy Jaye Kathy joined Rogan & Associates in 2004 as a Customer Service and Operations Specialist. In 2016, Kathy became our Payroll and Benefits Coordinator. She has been in the financial services industry since 1991 after graduating from the College of William & Mary with a BA in History. Her career began as a Sales Assistant in the Institutional Equity Sales department of Wertheim Schroder in New York City. She received her General Securities License from the National Association of Security Dealers in 1992. Kathy moved to the retail side of the industry in 1995 as a Senior Registered Client Associate with Merrill Lynch, Pierce, Fenner, & Smith in several branch offices located in Camp Hill, Pennsylvania, Manhattan East in New York City, and St. Petersburg, Florida. Kathy also has a Series 63 Registration. Additionally, she and her husband David have created a non-profit website, TumorFree.info, which is dedicated to helping brain tumor patients and caregivers find information and support. Kathy and David were blessed with a baby girl, Grace Anne, in October 2005.


Financial Planning for Life

www.roganfinancial.com [cached]

Kathy Jaye
Bill and his wife Cathy have been married since 1971.


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