Our Qualifications

James W. Rogers founded Keystone Financial Group in January 1975. He attended William Jewell College in Liberty, Missouri. Jim attained his Chartered Life Underwriter (CLU) designation in 1981 from the American College in Bryn Mawr, Pennsylvania. In 1983, he attained his Chartered Financial Consultant (ChFC) designation from the American College. In addition, Jim is also a registered representative of Hornor, Townsend & Kent, Inc. Jim is licensed to sell Life Insurance in the states of: CA, CT, DE, GA, MD, MA NJ, NY, VT and PA. Jim is a current member of the Delaware Valley Estate Planning Council, the Chester County Association of Insurance and Financial Advisors, the National Association of Insurance and Financial Advisors, the Greater Philadelphia Chapter Society of Financial Services Professionals and the American College Golden Key Society. Jim resides in Malvern, PA with his wife Bernadette and his five children, Jason, Jonathan, Christine, Jimmy and Brittany. He and his family are avid skiers and golfers.