Jeffrey
Roberts
Advus Financial Partners, LLC
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About this Advisor
Jeffrey Roberts is a financial advisor who works in Lake Mary, Florida, who has 2 years of industry experience. Roberts is an employee of Advus Financial Partners, LLC. Over the course of their career, they have held roles at Pinnacle Insurance And Financial Services, University Of Central Florida, Lpl Financial, Resources Investment Advisors, Inc, Chepenik Financial, Lamco Advisory Services, Inc, Black Diamond and Advus Financial Partners, LLC. Roberts maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Florida. Advus Financial Partners, LLC is a financial advisory company operating out of Lake Mary, FL. The company has offices in two locations and a total of 18 people on staff. It controls $2 billion in assets under management across its 1,042 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 1,042 client accounts, 28% are held by high-net-worth clients who have greater than $1 million in assets. Advus Financial Partners, LLC provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Advus Financial Partners, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advus Financial Partners, LLC Brokerage Details
$2,287,801,345
18
1,042
$2,195,587
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeffrey Roberts Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Advus Financial Partners, LLC
Lamco Advisory Services, Inc
Black Diamond
Lamco Advisory Services, Inc
Resources Investment Advisors, Inc
Lpl Financial
Chepenik Financial
Pinnacle Insurance And Financial Services
University Of Central Florida
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advus Financial Partners, LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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