Jennifer Dawn Roberts
Investment adviser representative at Winthrop Partners - Wny, LLC
14 yearsExperience
2 statesRegistered in
ChFC®Designation
$186.2MFirm 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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Winthrop Partners - Wny, LLCDec 2019 to now
- ElleverageJul 2017 to Dec 2019
- Winthrop FinancialJan 2012 to Jul 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Winthrop Partners - Wny, LLC
$186.2MAssets managed
302Clients
3Advisers
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
- 2490363
- Firm CRD
- 282100