Jeffrey Rogers, financial advisor Clermont FL

Jeffrey Rogers

CRD Number: 2332472
Current Firm: Stewardship Advisory Group, LLC

Jeffrey Rogers (CRD# 2332472) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Jeff Rogers Ocoee, FL May 2016 - Current 7
Stewardship Advisory Group, LLC Ocoee, FL Mar 2014 - Current 10
Stewardship Advisory Group Holdings, LLC Ocoee, FL Dec 2013 - Current 10
Stewardship Advisory Group, LLC Ocoee, FL Mar 2013 - Current 11
Compass-finances God's Way Of Central Florida, Inc. Maitland, FL Feb 2013 - Current 11
United Planners' Financial Services Scottsdale, AZ Feb 2011 - Current 13
Stewardship Legacy Coaching, LLC Ocoee, FL Mar 2003 - Current 21
Stewardship Legacy Coaching, LLC Ocoee, FL Apr 2002 - Current 21
Stewardship Legacy Coaching, LLC Ocoee, FL Apr 2002 - Current 21
Florida State Notary Ocoee, FL Mar 1992 - Current 32
Oneascent Holdings LLC Birmingham, AL Jan 2017 - Oct 2020 3
Oneascent Investment Solution LLC Birmingham, AL Jan 2017 - Oct 2020 3
One Ascent Financial Services LLC Birmingham, AL Jan 2017 - Oct 2020 3
Stewardship Asset Management, LLC Bonita Springs, FL Jul 2008 - Feb 2018 9
Stewardship Estate Planning, Inc. Ocoee, FL Jun 1992 - Dec 2017 25
Stewardship Wealth Mgmt. Dba Stewardship Advisory Group Ocoee, FL Mar 1983 - Dec 2014 31
The Stewardship Alliance Princeton, IN Aug 2003 - Jun 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination Apr 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey P. Rogers
Phone Number: 407-470-1405
Registered State(s):
  • CO
  • FL
  • NH
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    270
    MILLIONS
  • Total Number of Accounts
    966
    ACCOUNTS
  • Average Account Value
    $279,296
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY

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