Jeffrey J. Hovermale

ROBO ADVISOR

Lake Mary, FL 32746-2168

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CRD#: 2104629

Professional summary

Jeffrey Joseph Hovermale is a registered financial advisor currently at ROBO ADVISOR, INC. located in Lake Mary, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jeffrey has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SOVEREIGN WEALTH MANAGEMENT GROUP, INC. FULL SERVICE INSURANCE AGENCY 255 Primera Blvd., Suite 160 Lake Mary, FL 32746-2168. AGENCY PROVIDES DIRECT DISTRIBUTION OF PRIVATE AND INSTITUTIONAL LIFE, HEALTH, ANNUITY, PENSION, GIC, FUNDING AGREEMENT, AND STABLE VALUE CONTRACTS. PRESIDENT START DATE; 11/2004- PRESENT 80 HOURS PER MONTH TOTAL, 20 HOURS PER MONTH DURING NORMAL TRADING HOURS. SERVE AS ORGANIZATIONAL EXECUTIVE; OVERSEE OPERATIONS, COMPLIANCE AND NEW BUSINESS DEVELOPMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Joseph Hovermale's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 16, 2022 - Present

ROBO ADVISOR, INC.

Office #1: 255 Primera Boulevard Suite 160, Lake Mary, FL 32746-2168

RIA

CRD#: 155976

Lake Mary, FL

Past

January 25, 2011 - December 31, 2018

ROBO ADVISOR, INC.

RIA

CRD#: 155976

LONGWOOD, FL

Past

January 25, 2011 - December 31, 2019

ROBO ADVISOR, INC.

RIA

CRD#: 155976

ORLANDO, FL

Past

December 23, 2010 - March 16, 2018

SOVEREIGN LEGACY SECURITIES, INC.

CRD#: 1783

LONGWOOD, FL

Past

May 25, 2000 - December 31, 2010

SPC

RIA

CRD#: 110692

HEATHROW, FL

Past

March 24, 2000 - December 31, 2010

SIGMA FINANCIAL CORPORATION

CRD#: 14303

HEATHROW, FL

Past

December 9, 1999 - March 28, 2000

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

March 22, 1995 - January 29, 1997

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

June 18, 1992 - December 23, 1994

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 18, 1992 - December 23, 1994

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ROBO ADVISOR, INC.

CRD#: 155976 / SEC#: 801-72066

RIA

Registered Investment Advisory firm - (1/6/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/21/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/18/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/16/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/8/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/23/2011

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ROBO ADVISOR, INC.

CRD#: 155976 / SEC#: 801-72066

RIA

Registered Investment Advisory firm - (1/6/2011 Approved)

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Contact information

Main Address

255 Primera Boulevard Suite 160, Lake Mary, FL 32746-2168

Mailing Address

Po Box 160392, Altamonte Springs, FL 32716-0392

Phone number

(407) 474-5600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ROBO ADVISOR WRAP PROGRAM BROCHURE (4/1/2025)

ROBO ADVISOR BROCHURE (4/1/2025)

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey J. Hovermale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Joseph Hovermale's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBO ADVISOR, INC.

ROBO ADVISOR, INC.

SOVEREIGN LEGACY SECURITIES, INC.

SPC

SIGMA FINANCIAL CORPORATION

AMERICAN GENERAL SECURITIES INCORPORATED

WS GRIFFITH SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ROBO ADVISOR, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/21/2007

Series 65

Date: 12/18/1999

SIE

Date: 3/16/2018

Series 7

Date: 8/8/2011

Series 6

Date: 12/8/1999

Series 26

Date: 2/23/2011

Current Firm

ROBO ADVISOR, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ROBO ADVISOR, INC.

TRUST BUT VERIFY

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