JR
Jeffrey P. Rogers
STEWARDSHIP ADVISORY GROUP
Clermont, FL 34711
Some features on this profile are disabled
CRD#: 2332472
JR
Professional summary
Jeffrey Paul Rogers is a registered financial advisor currently at STEWARDSHIP ADVISORY GROUP, LLC located in Clermont, Florida and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Clermont, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jeffrey has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 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.
1.) STEWARDSHIP ADVISORY GROUP HOLDINGS, LLC. - CHAIRMAN & CEO - SERVES AS A VIRTUAL HOLDING COMPANY (UMBRELLA COMPANY) FOR THE VARIOUS AFFILIATED COMPANIES FOR LEGAL AND MARKETING PURPOSES - SINCE 12/2013 - OCOEE, FL - NOT INVESTMENT RELATED 2.) STEWARDSHIP LEGACY COACHING, LLC - FOUNDER & CHAIRMAN - COACHING SERVICES ON THE STEWARDSHIP OF FAMILY LEGACY AND BUSINESS LEGACY - OCOEE, FL - SINCE 04/2002 - NOT INVESTMENT RELATED 3.) FLORIDA STATE NOTARY - PROVIDING NOTARY SERVICES IN CONJUNCTION WITH THE ABOVE BUSINESSES - OCOEE, FL - SINCE 03/1992 - NOT INVESTMENT RELATED 4.) STEWARDSHIP ADVISORY GROUP, LLC. - CHAIRMAN/ADVISOR - INVESTMENT ADVISORY SERVICES - SINCE 03/2013 - OCOEE FL - INVESTMENT RELATED 5.) JEFF ROGERS - AUTHOR, SPEAKER, THOUGHT LEADER & VISIONARY - AUTHOR, SPEAKER, THOUGHT LEADER & VISIONARY - OCOEE, FL - SINCE 05/2016 - NOT INVESTMENT RELATED 6.) COMPASS-FINANCES GOD'S WAY OF CENTRAL FLORIDA, INC. - BOARD OF DIRECTORS/SECRETARY - TO SEE EVERYONE, EVERYWHERE FAITHFULLY LIVING BY GOD'S FINANCIAL PRICIPALS IN EVERY AREA OF THEIR LIVES - MAITLAND, FL - SINCE 02/2013 - NOT INVESTMENT RELATED 7.) STEWARDSHIP ADVISORY GROUP, LLC - FOUNDER & CHAIRMAN - DBA NAME FOR MARKETING PURPOSES ONLY - OCOEE, FL - SINCE 06/2017 - INVESTMENT RELATED 8.) STEWARDSHIP ADVISORY GROUP, LLC - FOUNDER & CHAIRMAN - REGISTERED INVESTMENT ADVISOR - OCOEE, FL - SINCE 03/2014 - INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Paul Rogers's 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®
NoneExperience
Current
March 27, 2013 - Present
STEWARDSHIP ADVISORY GROUP, LLC
Office #1: 17011 S.r. 50 Suite 203, Clermont, FL 34711RIA
CRD#: 165710
Clermont, FL
Current
February 22, 2011 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 17011 S.r. 50 Ste 203, Clermont, FL 34711RIA
BD
CRD#: 20804
Clermont, FL
Past
February 23, 2011 - October 2, 2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RIA
CRD#: 20804
EVERGREEN, CO
Past
July 31, 2008 - December 31, 2018
STEWARDSHIP ASSET MANAGEMENT, LLC
RIA
CRD#: 146839
OCOEE, FL
Past
August 8, 2006 - February 11, 2011
QA3 FINANCIAL LLC
RIA
CRD#: 104957
OCOEE, FL
Past
August 8, 2006 - February 11, 2011
QA3 FINANCIAL CORP.
BD
CRD#: 14754
OCOEE, FL
Past
July 8, 2003 - March 26, 2014
STEWARDSHIP LEGACY COACHING, LLC
RIA
CRD#: 123640
OCOEE, FL
Past
February 11, 1994 - August 8, 2006
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
OCOEE, FL
Past
February 11, 1994 - August 8, 2006
G. A. REPPLE & COMPANY
BD
CRD#: 17486
OCOEE, FL
Past
July 2, 1993 - April 13, 1994
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
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".
SA
STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC
CRD#: 165710 / SEC#: 801-77684
RIA
Registered Investment Advisory firm - (3/5/2013 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/31/2012)
RR
Arizona(2/22/2011)
RR
Arkansas(2/12/2025)
RR
California(2/28/2011)
RR
Colorado(4/26/2011)
RR
Delaware(12/11/2020)
RR
District of Columbia(12/9/2020)
RR
Florida(2/23/2011)
IAR
Florida(4/11/2013)
RR
Georgia(3/28/2011)
RR
Idaho(2/22/2011)
RR
Illinois(2/22/2011)
RR
Indiana(2/24/2011)
RR
Kansas(2/22/2011)
RR
Kentucky(2/3/2023)
RR
Maine(2/22/2011)
RR
Maryland(2/22/2011)
RR
Massachusetts(2/23/2011)
RR
Michigan(2/22/2011)
RR
Minnesota(2/22/2011)
RR
Missouri(2/22/2011)
RR
Montana(2/12/2025)
RR
Nevada(2/11/2025)
RR
New Hampshire(2/22/2011)
IAR
New Hampshire(7/2/2013)
RR
New Jersey(2/22/2011)
RR
New York(4/19/2012)
RR
North Carolina(2/22/2011)
RR
North Dakota(5/1/2023)
RR
Ohio(2/22/2011)
RR
Oklahoma(4/13/2015)
RR
Oregon(4/7/2020)
RR
Pennsylvania(2/22/2011)
RR
South Carolina(2/22/2011)
RR
Tennessee(2/22/2011)
RR
Texas(2/22/2011)
IAR
Texas(3/28/2013)
RR
Virginia(2/22/2011)
RR
Washington(2/22/2011)
RR
Wyoming(3/28/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SA
STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC
CRD#: 165710 / SEC#: 801-77684
RIA
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Contact information
Main Address
17011 S.r. 50 Suite 203, Clermont, FL 34711
Mailing Address
Phone number
(407) 470-1405
Established
Firm type
Fiscal year end
# of Employees
187
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,108 |
| AUM (Assets Under Management) | $ 261,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
