Robert John Schaefer
CFP®Professional Summary
Robert John Schaefer, CFP®, who also goes by Rob Schaefer, Robby Schaefer, is a registered financial advisor currently at SJS INVESTMENT SERVICES located in Sylvania, Ohio. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Robert has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rob Schaefer, Robby Schaefer
Similar Advisors
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
FALCON WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
FALCON WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
FALCON WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
FALCON WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Credentials
Years of Experience
5 years in the financial services industry
Current & Past Employments
Similar Advisors
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
FALCON WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Current Firm
SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES
Contact Information
Main Address
6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560Phone Number
(419) 885-2626# of Employees
26SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,006AUM (Assets Under Management)
$2,937,122,207Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/21/2026 | Cover Page | Report |
| 03/13/2025 | Cover Page | Report |
| 01/25/2024 | Cover Page | Report |
Similar Advisors
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
FALCON WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
FALCON WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Primary Firm SEC Registration
SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES
State Registrations and Notice Filings
(5/17/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
FALCON WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Robert John Schaefer's CRS (Customer Relationship Summary).
Similar Advisors
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
FALCON WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
