Jeffrey S. Roberts

ADVUS FINANCIAL PARTNERS

WINTER PARK, FL 32789

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CRD#: 6289524

Professional summary

Jeffrey Stewart Roberts, AIF® is a registered financial advisor currently at ADVUS FINANCIAL PARTNERS, LLC located in Winter Park, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeffrey has worked at 3 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Stewart Roberts'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 2, 2021 - Present

ADVUS FINANCIAL PARTNERS, LLC

Office #1: 631 W. Morse Blvd. Suite 115, Winter Park, FL 32789

RIA

CRD#: 311990

WINTER PARK, FL

Past

July 10, 2017 - September 28, 2020

LAMCO ADVISORY SERVICES INC.

RIA

CRD#: 111727

LAKE MARY, FL

Past

November 2, 2016 - April 13, 2017

ONEDIGITAL

RIA

CRD#: 106766

Winter Park, FL

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".

ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA

Registered Investment Advisory firm - (3/5/2021 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
(8/2/2021)

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 65

Date: 10/18/2016

Uniform Investment Adviser Law Examination

Current Firm

ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA

Registered Investment Advisory firm - (3/5/2021 Approved)

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Contact information

Main Address

631 W. Morse Blvd. Suite 115, Winter Park, FL 32789

Mailing Address

Phone number

(407) 585-1160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVUS BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,276
AUM (Assets Under Management)	$ 3,066,675,906

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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Jeffrey S. Roberts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Stewart Roberts's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVUS FINANCIAL PARTNERS, LLC

LAMCO ADVISORY SERVICES INC.

ONEDIGITAL

Primary Firm SEC Registration

ADVUS FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2016

Current Firm

ADVUS FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVUS FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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