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.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 2227187
Merit Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Jeff Rogers | Ocoee, FL | May 2016 - Current | 8 |
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 | 22 |
Stewardship Legacy Coaching, LLC | Ocoee, FL | Apr 2002 - Current | 22 |
Florida State Notary | Ocoee, FL | Mar 1992 - Current | 32 |
One Ascent Financial Services LLC | Birmingham, AL | Jan 2017 - Oct 2020 | 3 |
Oneascent Holdings LLC | Birmingham, AL | Jan 2017 - Oct 2020 | 3 |
Oneascent Investment Solution 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 |
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.
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Total Assets Under Management270MILLIONS
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Total Number of Accounts966ACCOUNTS
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Average Account Value$279,296
- A percentage of assets under your management
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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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