Our Story and Services

The Jbara and Rogers Financial Management Group, a team of nine experienced financial services professionals, was founded by Executive Directors and Financial Advisors Mark J. Rogers, CIMA® and Gary W. Jbara, CIMA® CRPS®, in 1984. We advise institutional organizations, high-net-worth individuals, and family offices.

Whether you are planning for the benefit of an organization or for the future of your family, we help you create a comprehensive financial strategy based on your unique investment policy.

• We provide guidance for the complex issues facing foundations and endowments through Consulting Group Institutional Services.

• We develop customized Retirement Plan Strategies such as cash balance plans and 401(k) plans for our corporate clients.

• We offer access to Family Office Services, connecting ultra high net worth investors with resources to help create family legacies, maximize family values, and enrich their lifestyle.

• We provide our private clients with Retirement Management strategies focused on downside risk mitigation and cash flow stability.

• We help develop Morgan Stanley’s Investing with Impact platform, offering investments that aim to generate market rate returns while supporting causes important to our clients.
Services Include
  • Wealth Management1
  • Institutional Services
  • Endowments and Foundations2
  • Retirement Planning3
  • Philanthropic Services
  • Corporate Retirement Plans4
  • Estate Planning Strategies5
  • Trust Services*
  • Sustainable Investing6
  • Planning for Individuals with Special Needs7
  • Corporate Pension Funds
  • 401(k) Rollovers
  • Defined Contribution Plans8
  • Executive Financial Services9
  • Divorce Financial Analysis10
  • Alternative Investments11
  • Structured Settlement Annuities
  • Life Insurance12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Recognition in Third Party Rankings

  • Forbes America’s Top Wealth Advisors
    Forbes Magazine recognized Mark Rogers and Gary Jbara on its list of America’s Top Wealth Advisors: State-By-State in 2018 and 2019. The award recognizes experienced Financial Advisors across the country who are setting the standard for professionalism and dedication. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
  • Forbes Top 500 Next Generation Wealth Advisors
    Forbes Magazine named John Rogers to its inaugural list of America’s Top Millennial Advisors in 2017 and 2018. How the award is determined: The new Forbes listing is a select group of individuals who were born in 1980 or later, have a minimum of four years of industry experience, and lead or are viewed as potential leaders of their teams. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, weighing factors like revenue trends, AUM, compliance records, industry experience, and best practices learned through telephone and in-person interviews.
  • NAPA Top DC Advisor Teams
    NAPA (National Association of Plan Advisors) recognized the team on its list of 2017 and 2018 Top DC (Defined Contribution) Advisor Teams with AUA over $100 Million. NAPA’s list of Top DC Advisor Teams is a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors based on the team’s defined contributions assets under management.
  • Crain’s Detroit Business 2018 “20 in Their Twenties”
    Crain's Detroit Business selected John Rogers for its list of young professionals who are making a difference in their communities. John was recognized for promoting Impact Investing at the Morgan Stanley and throughout the country. Twenty in their 20's: Source: Crain's Detroit Business, May 7—13, 2018. The award is based upon a recipient's application and not upon any qualitative and quantitative criteria relating specifically to their position as a Financial Advisor. As such the award is not representative of any client's experience nor is it indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Crain’s Detroit Business in exchange for the rating.

Our Clients

Our experience and advanced training allows us to deliver best-in-class solutions to help our clients meet their financial goals.
  • Consulting Group Institutional Services
    Our institutional clients want an experienced advisor to help navigate the complexities of today’s financial markets and regulatory environment. Consulting Group Institutional Services delivers the highest level of sophisticated financial advice, objective investment manager research, and global insights. We also offer an array of donor development services and help establish donor advised funds.
  • Corporate Retirement Planning
    We help our corporate clients manage Retirement Plans and understand their fiduciary obligations. We help establish and administer defined contribution and cash balance retirement plans for their employees.
  • Family Office Services
    Our Family Office clients need access to resources and solutions designed to meet the needs of the ultra high net worth investors. Family Office Services provides resources for tax, trust and estate planning strategies; cash management and lending services, family governance; and lifestyle advisory.
  • Retirement Management
    Our private clients require Retirement Management strategies that consider longer life expectancy, uncertainty tied to Social Security and changes in corporate retirement plans. Asset/liability matching and utilizing investments that focus on steady cash flow in all markets help our clients reach their retirement goals.
  • Impact Investing
    Many of our clients are incorporating Impact Investing into their portfolios. The portfolios we construct seek market-rate financial returns and address global challenges, helping organizations and families leave a positive legacy to future generations.

Our Qualifications

With over three decades as Financial Advisors, we believe we offer clients a depth of skills and knowledge that is seldom found in one Financial Advising team.
  • Executive Directors
    Through experience, training and asset growth, Mark and Gary have earned the title of Executive Director at Morgan Stanley.
  • Certified Investment Management Analysts (CIMA®)
    Committed to providing their clients with the deepest level of investment knowledge and best practices in the industry, Mark and Gary earned their Certified Investment Management Analysts (CIMA®) designation from the Wharton School of Business at University of Pennsylvania.
  • Senior Institutional Consultant
    Gary’s Senior Institutional Consultant title gives foundations, endowments, associations and corporations access to exclusive institutional consulting resources. Through Consulting Group, the investment advisory arm of Morgan Stanley Wealth Management, Gary leverages global resources from across the firm to provide access to advice and investment manager analysis, while bringing you a personalized and local perspective.
  • Corporate Retirement Director
    Corporate Retirement Director designation qualifies Gary to offer advanced resources and services for the administration of retirement plan, such at 401(k)’s, cash balance and defined benefit plans. Only approximately 2 percent of the firm’s Financial Advisors hold this designation.
  • Family Wealth Directors
    Mark and Gary are Family Wealth Directors – a certification earned by fewer than 2% of all Morgan Stanley advisors. They completed the rigorous training to offer clients and family offices access to ultra-high net worth resources and solutions. The designation allows them to provide clients who have a net worth greater than $10 million with a truly differentiated experience that leverages the already expansive resources of Morgan Stanley and our resource partners.
  • Investing with Impact Directors
    Mark and John earned Morgan Stanley's Investing with Impact Directors designations because their advanced experience and leadership in working with clients that are motivated to generate positive environmental and social impact alongside market-rate financial returns. Investing with Impact Directors have access to firm-wide resources to differentiate them as specialists in the area of Impact Investing. We are frequently asked to speak at conferences and in the media about Sustainable Investing.

    In “A Father’s Case for Sustainability” on Morgan Stanley’s Institute for Sustainable Investing page, Mark discusses the importance of Impact Investing.
    The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
    A Father’s Case for Sustainability

Working With You

• We build lasting relationships.  Mark and Gary worked together for over 30 years. Many of our clients have been with us for decades.

• Your interests come first. We treat each client fairly and equally. We are committed to acting solely in YOUR best interest.

• We don’t follow the herd. We provide independent investment recommendations specifically related to your investment policy and needs.

• We maintain an even temperament during periods of market uncertainty.  Mark and Gary have guided clients through 30 years of market volatility. We commit to providing strong hands, communication and leadership.

• Integrity matters. We maintain high ethical standards in everything we do, both in our work with the firm and in our personal lives.

• Knowledge drives our process. You can leverage the deep market wisdom derived from our decades of experience, advanced certifications and the resources at Morgan Stanley. We are advisors, teachers and leaders – not salespeople.

• Teamwork makes us responsive. We have a staff of six to support the two Executive Directors, Mark Rogers and Gary Jbara. Constant communication allows us to keep you informed, so together we can monitor and adjust as we progress toward your goals.

• We have an eye on the future. John Rogers, Financial Advisor, provides the millennial perspective for the group. His input on Morgan Stanley’s Impact Investing Champions Board helps guide the firm’s offerings in this emerging investing style.

    Location

    35055 W 12 Mile Rd.
    Ste 101
    Farmington Hills, MI 48331
    US
    Direct:
    (800) 819-0949(800) 819-0949
    Toll-Free:
    (800) 819-0949(800) 819-0949
    277 S. Rose Street
    Kalamazoo, MI 49007
    US

    Meet Jbara and Rogers Financial Management Group

    About Me

    Mark J. Rogers, CIMA®, Executive Director, Financial Advisor and Family Wealth Director, has worked in the investment and financial consulting industry since 1985. He serves as a lead consultant and oversees strategic portfolio construction, asset allocation strategy, investment policy analysis, market research and day-to-day investment management responsibilities for client portfolios. Mark earned Morgan Stanley's Investing with Impact Director designation because of his advanced experience and leadership in Sustainable Investing. Mark is frequently asked to speak at workshops and in the media about the emerging Impact Investing field.

    As a Family Wealth Director, Mark provides an integrated approach to planning through Family Office. The business unit leverages sophisticated resources and exclusive tailored investment opportunities to help meet the complex needs of investors with significant wealth. These services include access to lending services, art advisory, personal and business risk management, wealth transfer strategies, family governance advising, impact investing and philanthropy coordination.

    Mark earned the IMCA Certified Investment Management Analyst (CIMA) designation from Wharton School of Business, University of Pennsylvania. He is a member of Investment Management Consultants Association (IMCA). He graduated from Michigan State University with a Bachelor of Arts degree in Business/Economics. Mark is founder and chair of the Birmingham Country Club Business Roundtable, a business networking group.
    The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
    Securities Agent: MI, WY, WI, WA, VT, VA, TX, TN, SD, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MT, MN, MD, MA, LA, KY, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative

    About Me

    Gary W. Jbara, CIMA®, CRPS®, Executive Director, Corporate Retirement Director, Senior Institutional Consultant and Financial Advisor, has worked in the investment and financial consulting industry since 1985. Gary serves as a lead consultant and oversees strategic portfolio construction, asset allocation strategy, investment policy analysis, market research and day-to-day investment management responsibilities for client portfolios.

    As a Senior Institutional Consultant, Gary provides comprehensive resources for institutional investors through Consulting Group. These services include asset/liability studies, investment policy statement analysis, spending policy analysis, investment manager research and donor advised fund administration. In addition to asset management, Gary conducts committee and board member educational workshops and provides assistance with donor recruitment and education.

    The Corporate Retirement Director designation enables Gary to offer advanced resources and services for the administration of retirement plans, such at 401(k)’s, cash balance and defined benefit plans. Gary can offer contracted services to clients, including enhanced assistance with vendor selection and investment reviews, manager selection, and 3(21) or 3(38) fiduciary oversight.

    Gary earned the IMCA Certified Investment Management Analyst (C.I.M.A.) designation from Wharton School of Business, University of Pennsylvania. He holds a Chartered Retirement Plan Specialist designation from the College of financial Planning. He is a member of Investment Management Consultants Association (IMCA) and a member of the Association of Professional Investment Consultants (APIC.) Gary received a Bachelor of Science degree in Mathematics and Business from the University of Notre Dame and an MBA from the University of Michigan. He serves as president of the Notre Dame Club of Detroit.
    Securities Agent: MI, WI, WA, VA, UT, TX, TN, SD, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MO, MN, MD, MA, IN, IL, HI, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative

    About Me

    John G. Rogers, Financial Advisor, serves as relationship manager for the group’s nonprofit, corporate and individual clients. He leads the group’s mission and impact investing initiatives and White Label Donor Advised Fund program. Forbes Magazine named John to its inaugural list of America’s 500 Top Next Generation Wealth Advisors in 2017. John was one of 16 advisors from Michigan on the list. He was named to the list again in 2018.

    John is an Investing with Impact Director, a designation at the firm for specialization in the impact investing space. He serves on the Morgan Stanley Impact Alternatives Advisory Council. John spent a year as a product specialist at Morgan Stanley’s Consulting Group national headquarters in Wilmington, Delaware. He graduated from Northwestern University in 2012 with a Bachelors of Arts Degree in History, a minor in Business Institutions and a Certificate in Leadership. John is the president of the Detroit Country Day School Alumni Board.
    The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
    Securities Agent: MI, WI, WA, VA, TX, TN, SD, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MO, MN, MD, MA, IN, IL, GA, FL, DE, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative

    About Me

    Christine A. Varvatos, Consulting Group Analyst, compiles fund updates and assists in the reconciliation of statements for our institutional clients. She develops customized client account reporting, prepares performance analytics and conducts investment manager due diligence.  Christine earned a BBA in Accounting from Western Michigan University and a Master’s of Science in Taxation from Walsh College. She holds Series 7 and Series 66 Licenses. Christine’s Consulting Group affiliation and experience as a CPA (non-practicing) provides clients with a distinctive resource.

    About Me

    Jessica Francis joined the group in 2016 and quickly became indispensable. Jessica oversees account operations and manages client services for the group. She collaborates with the team to communicate with clients and anticipate their needs. Jessica earned her Bachelor of Science degree in Secondary Education with a major in Mathematics from Central Michigan University. She holds a Series 3 License. Jessica’s attention to detail helps her deliver comprehensive client services.
     

    About Me

    Yvonne McMillan handles new account openings, account updates, scheduling and account administration for the group. Before coming to Morgan Stanley in 2017, she was a Private Client Banker. She worked in the banking for 12 years. Yvonne’s experience in banking makes her well qualified to provide efficient customer service and account support. She graduated from Hillsdale College with a Bachelor of Arts degree in International Business from Hillsdale College. Her friendly voice is often the first one clients hear when they call a member of the group.

    About Me

    Stacey Rogers develops client communications, organizes client events and creates marketing materials for the group. She can assist institutional clients with preparing promotional pieces related to fundraising and donor awareness.  Stacey has a Master of Advertising and a Bachelor of Arts in Advertising from Michigan State University. Stacey develops strategies to communicate more effectively on behalf of our clients.
    From Our Team

    Jbara and Rogers Named to Top Advisors Lists


    Investment and Market Perspectives

    Global Investment Committee’s 2019 Outlook

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Impact Outcomes

    Impact Outcomes

    In this issue we discuss themes and trends in sustainability, as well as our outlook.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    How to Have Meaningful Family Conversations About Money

    How to Have Meaningful Family Conversations About Money

    In many families, money is a taboo topic. Overcoming the reluctance to talk about this topic is essential part of any family wealth management strategy.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    Executive Financial Services

    Executive Financial Services

    Our Executive Financial Services team is dedicated to the needs of corporate executives and holders of concentrated positions.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

    More from Morgan Stanley

    The Institute for Sustainable Investing

    The Institute for Sustainable Investing

    Providing clients access to sustainable investing products and strategies while also pioneering solutions to our global challenges.
    Learn more about The Institute for Sustainable Investing
    Consolidate Your Cash at a Competitive Rate

    Consolidate Your Cash at a Competitive Rate

    2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
    Learn more about Consolidate Your Cash at a Competitive Rate
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    A Comprehensive View of Your Financial Life

    A Comprehensive View of Your Financial Life

    See all of your financial data in one location, regardless of where your accounts are held, directly on Morgan Stanley Online and the Morgan Stanley Mobile App.
    Learn more about A Comprehensive View of Your Financial Life
    Online Security Center

    Online Security Center

    At Morgan Stanley, protecting your assets and your online, personal and account information is an essential part of our commitment to helping you achieve your financial goals.
    Learn more about Online Security Center
    Ready to start a conversation? Contact Jbara and Rogers Financial Management Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    6The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    8Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    9Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    11Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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