Jeffrey Stewart Roberts
Investment adviser representative at Advus Financial Partners, LLC
11 yearsExperience
1 stateRegistered in
$4BFirm assets
5 yearsFirm in business
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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
Experience
11 years in the industry.
- Advus Financial Partners, LLCJun 2021 to now
- Lamco Advisory Services, Inc.Apr 2021 to May 2021
- Black DiamondAug 2020 to Mar 2021
- Lamco Advisory Services, Inc.May 2017 to Aug 2020
- Resources Investment Advisors, Inc.Jun 2016 to May 2017
- Chepenik FinancialJan 2015 to May 2017
- LPL FinancialJan 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Advus Financial Partners, LLC
$4BAssets managed
528Clients
11Advisers
5 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
- 6289524
- Firm CRD
- 311990