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Jeffrey Paul Rogers

STEWARDSHIP ADVISORY GROUP, LLC·CLERMONT, Florida
Series 24, Series 7, Series 6, Series 65, Series 63STEWARDSHIP ADVISORY GROUP, LLC
17011 S.R. 50, CLERMONT, FL 34711CRD# 2332472Firm CRD# 165710

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Paul Rogers · CLERMONT, FL
Registration
CRD #2332472 · STEWARDSHIP ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
354 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jeffrey Paul Rogers is a registered financial advisor based in CLERMONT, Florida, affiliated with STEWARDSHIP ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC
AUM
$270M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at STEWARDSHIP ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2332472
Firm CRD# 165710
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Paul Rogers offer?
Jeffrey Paul Rogers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLERMONT, Florida for a consultation.
What are Jeffrey Paul Rogers's credentials?
Jeffrey Paul Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Paul Rogers located?
Jeffrey Paul Rogers is based in CLERMONT, Florida, working with STEWARDSHIP ADVISORY GROUP, LLC. Their office serves clients in the CLERMONT metropolitan area and surrounding communities.
How does Jeffrey Paul Rogers charge for services?
Jeffrey Paul Rogers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWARDSHIP ADVISORY GROUP, LLC?
STEWARDSHIP ADVISORY GROUP, LLC has approximately 21 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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