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Profile
Jason A.
Rodgers is currently working as the Vice President at Great Lakes Review since 2013.
Previously, he worked as a Research Analyst at Soleil Securities Corp.
He completed his undergraduate degree at John Carroll University.
Jason A. Rodgers active positions
Companies | Position | Start |
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Great Lakes Review
![]() Great Lakes Review Investment ManagersFinance Founded in 1982 by Elliot Schlang, Great Lakes Review is an investment research firm located in Cleveland, Ohio. The firm is a division of Wellington Shields & Co. LLC and their ultimate parent is Wellington Shields Holdings LLC. Great Lakes Review provides company analysis and rating services to institutional clients including asset managers, broker/dealers, corporations, financial intermediaries, hedge funds and plan sponsors. Their products include thematics, statistics, individual company reports, company-specific news updates, weekly updates and periodic telephone updates. The firm maintains a buy list that is generally comprised of about 30 mid-cap companies located in the Midwestern region of the US. Great Lakes Review seeks to identify companies with true specialty niches, significant competitive advantages, above-average returns on both sales and equity, self-funding balance sheets with little debt, substantial inside ownership, few institutional shareholders, domestic orientations, constructive labor relations and reasonable price-to-earnings ratios. | Analyst-Equity | 2002-12-31 |
Former positions of Jason A. Rodgers
Companies | Position | End |
---|---|---|
Soleil Securities Corp.
![]() Soleil Securities Corp. Investment Banks/BrokersFinance Founded in 2003, Soleil Securities Corp. is a broker/dealer headquartered in New York City. The firm is a subsidiary of Ticonderoga Securities LLC and their ultimate parent is Cayman Islands-based GEROVA Financial Group Ltd. (NYSE: GFC). Soleil Securities Corp. is a member of FINRA and the SIPC. The firm offers in-depth company-specific equity research to institutional clients. They provide coverage across a variety of significant growth sectors of the economy. Soleil Securities Corp.'s research process integrates macroeconomic considerations with investment-relevant policy insights. They seek to produce alpha-generating, actionable information that can help their clients achieve their investment objectives. The firm covers the following industries: (1) basic materials including agricultural chemicals, specialty chemicals and paper/forest products (2) capital goods and industrials including autos and auto parts (3) consumer including gaming, lodging, eTravel, agribusiness, sustainable agriculture, specialty foods, specialty retail, homebuilders and retailing/automotive (4) financial institutions including financial services, property and casualty and regional banks (5) healthcare including pharmaceuticals, medical technology, biotechnology and medical devices (6) special situations (7) strategy and policy (8) technology including software/Internet, semiconductors and solar power (9) telecommunications and telecommunications equipment (10) transportation (11) airlines and (12) utilities | Analyst-Equity | 2011-04-04 |
Training of Jason A. Rodgers
John Carroll University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Soleil Securities Corp.
![]() Soleil Securities Corp. Investment Banks/BrokersFinance Founded in 2003, Soleil Securities Corp. is a broker/dealer headquartered in New York City. The firm is a subsidiary of Ticonderoga Securities LLC and their ultimate parent is Cayman Islands-based GEROVA Financial Group Ltd. (NYSE: GFC). Soleil Securities Corp. is a member of FINRA and the SIPC. The firm offers in-depth company-specific equity research to institutional clients. They provide coverage across a variety of significant growth sectors of the economy. Soleil Securities Corp.'s research process integrates macroeconomic considerations with investment-relevant policy insights. They seek to produce alpha-generating, actionable information that can help their clients achieve their investment objectives. The firm covers the following industries: (1) basic materials including agricultural chemicals, specialty chemicals and paper/forest products (2) capital goods and industrials including autos and auto parts (3) consumer including gaming, lodging, eTravel, agribusiness, sustainable agriculture, specialty foods, specialty retail, homebuilders and retailing/automotive (4) financial institutions including financial services, property and casualty and regional banks (5) healthcare including pharmaceuticals, medical technology, biotechnology and medical devices (6) special situations (7) strategy and policy (8) technology including software/Internet, semiconductors and solar power (9) telecommunications and telecommunications equipment (10) transportation (11) airlines and (12) utilities | Finance |
Great Lakes Review
![]() Great Lakes Review Investment ManagersFinance Founded in 1982 by Elliot Schlang, Great Lakes Review is an investment research firm located in Cleveland, Ohio. The firm is a division of Wellington Shields & Co. LLC and their ultimate parent is Wellington Shields Holdings LLC. Great Lakes Review provides company analysis and rating services to institutional clients including asset managers, broker/dealers, corporations, financial intermediaries, hedge funds and plan sponsors. Their products include thematics, statistics, individual company reports, company-specific news updates, weekly updates and periodic telephone updates. The firm maintains a buy list that is generally comprised of about 30 mid-cap companies located in the Midwestern region of the US. Great Lakes Review seeks to identify companies with true specialty niches, significant competitive advantages, above-average returns on both sales and equity, self-funding balance sheets with little debt, substantial inside ownership, few institutional shareholders, domestic orientations, constructive labor relations and reasonable price-to-earnings ratios. | Finance |
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