Jeffrey Charles Roberto
Investment adviser representative at Aventine Financial Group
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$153.1MFirm assets
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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
Experience
10 years in the industry.
- Aventine Financial GroupAug 2025 to now
- Signature One LLCJul 2024 to Aug 2025
- Hudson AcademyJan 2024 to Jun 2024
- UnemployedDec 2023 to Dec 2023
- Fisher InvestmentsNov 2023 to Nov 2023
- Ruggiero InvestmentsFeb 2023 to Nov 2023
- Trajan Wealth, L.L.C.Sep 2022 to Jan 2023
- Castle Wealth ManagementJan 2022 to Sep 2022
- JP Wealth ManagementMay 2021 to Jan 2022
- Jeffery Roberto Wealth ManagementJan 2019 to May 2021
- Ameriprise Financial Services IncMar 2018 to Jan 2019
- Bridgehampton National BankJan 2018 to Mar 2018
- LPL Financial, LLCJan 2018 to Mar 2018
- Roberto Wealth Management LLCMay 2017 to Jan 2018
- TD AmeritradeSep 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
Aventine Financial Group
Legal name: Aventine Financial Group LLC
$153.1MAssets managed
133Clients
3Advisers
1 yearIn 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
- 2387704
- Firm CRD
- 292390