Jeffrey Paul Rogers
Investment adviser representative at Oneascent Financial Services LLC
34 yearsExperience
3 statesRegistered in
$3.5BFirm assets
10 yearsFirm in business
Are you Jeffrey Paul Rogers? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Oneascent Financial Services LLCJul 2026 to now
- Oneascent Financial Solutions, LLCJul 2026 to now
- Jeff RogersMay 2016 to now
- Stewardship Advisory Group Holdings, LLC.Dec 2013 to now
- Stewardship Advisory Group, LLC.Mar 2013 to now
- Compass-finances God's Way of Central Florida, Inc.Feb 2013 to now
- Stewardship Legacy Coaching, LLC.Apr 2002 to now
- Florida State NotaryMar 1992 to now
- One Ascent Financial Services LLCJan 2017 to Oct 2020
- Oneascent Holdings LLCJan 2017 to Oct 2020
- Oneascent Investment Solution LLCJan 2017 to Oct 2020
- United Planners' Financial ServicesFeb 2011 to Jul 2026
- Stewardship Asset Management, LLC.Jul 2008 to Feb 2018
- Stewardship Estate Planning, Inc.Jun 1992 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 3 states (FL, NH, TX).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2332472
- Firm CRD
- 284549