Jeff E. Rovnak

SIGNAL TREE FINANCIAL PARTNERS LLC

Copley, OH 44321

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CRD#: 3275236

Professional summary

Jeff Edward Rovnak, CFP®, who also goes by Jeff Rovnak, Jeffrey Edward Rovnak, is a registered financial advisor currently at SIGNAL TREE FINANCIAL PARTNERS LLC located in Copley, Ohio.

Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeff has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Rovnak | Jeffrey Edward Rovnak

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Edward Rovnak'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 11, 2021 - Present

SIGNAL TREE FINANCIAL PARTNERS LLC

Office #1: 840 Rothrock Road Suite 201, Copley, OH 44321

RIA

CRD#: 311871

Copley, OH

Past

January 26, 2015 - December 16, 2015

VALMARK SECURITIES, INC.

CRD#: 31243

AKRON, OH

Past

January 2, 2015 - January 12, 2020

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA

CRD#: 117756

AKRON, OH

Past

February 9, 2009 - January 6, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

AKRON, OH

Past

February 6, 2009 - January 6, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

AKRON, OH

Past

April 2, 2007 - February 9, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

AKRON, OH

Past

April 2, 2007 - February 9, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

AKRON, OH

Past

March 29, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

AKRON, OH

Past

August 17, 1999 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

AKRON, OH

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".

SIGNAL TREE FINANCIAL PARTNERS LLC

CRD#: 311871 / SEC#: 801-131429

RIA

Registered Investment Advisory firm - (11/6/2024 Approved)

Ohio

Registered Investment Advisory firm - (11/18/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(1/11/2021)

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

IAR

Series 66

Date: 9/20/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/16/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/1999

General Securities Representative Examination

Current Firm

SIGNAL TREE FINANCIAL PARTNERS LLC

CRD#: 311871 / SEC#: 801-131429

RIA

Registered Investment Advisory firm - (11/6/2024 Approved)

Ohio

Registered Investment Advisory firm - (11/18/2024 Terminated)

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Contact information

Main Address

840 Rothrock Road Suite 201, Copley, OH 44321

Mailing Address

Phone number

(330) 590-5937

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

SIGNAL TREE FINANCIAL DISCLOSURE BROCHURE (9/12/2025)

Regulatory assets under management

Total Number of Accounts	320
AUM (Assets Under Management)	$ 171,150,000

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.

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Advisor Monitoring

Firm Stability Insights

Jeff E. Rovnak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Edward Rovnak's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

SEQUOIA FINANCIAL GROUP, L.L.C.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

SIGNAL TREE FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/1999

SIE

Date: 12/16/2015

Series 7

Date: 8/16/1999

Current Firm

SIGNAL TREE FINANCIAL PARTNERS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNAL TREE FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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