Financial Advisor

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, LA. 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 adviser, in 1997.

Having worked for three 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’ diverse background and experience gives him a broad depth of understanding regarding the needs and the concerns of clients.

James is securities registered and insurance licensed in several states and is an Investment Adviser Representative of SagePoint Financial, Inc., member FINRA/SIPC, a Registered Investment Adviser. He has a Masters of Science degree 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 Brenda Rodgers live outside of Lake Jackson, Texas. James enjoys outings on the golf course, the great outdoors, and he is very involved with community and church activities. James also enjoys gardening and be sure to ask him about his fruit trees. If you need a speaker for your club, your business, or your organization call James as he enjoys public speaking and meeting people. James and Brenda have two children, Cara and James (J.R.).


Building on a legacy of character and faith.