AdvisorOS Directory
Claim Profile
Unclaimed Profile
JR

Jeffrey Paul Rogers

STEWARDSHIP ADVISORY GROUP, LLC·CLERMONT, Florida
SIE, Series 6, Series 7, Series 24, Series 63, Series 6532 years registeredSTEWARDSHIP 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 · 32 years registered
Brand Profile
Not yet started
01

Career History

ONEASCENT FINANCIAL SERVICES LLC
Jul 2026 – present
STEWARDSHIP ADVISORY GROUP, LLC
Mar 2013 – present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Feb 2011 – Oct 2014
CLERMONT, FL
STEWARDSHIP ASSET MANAGEMENT, LLC
Jul 2008 – Dec 2018
OCOEE, FL
QA3 FINANCIAL LLC
Aug 2006 – Feb 2011
OCOEE, FL
STEWARDSHIP LEGACY COACHING, LLC
Jul 2003 – Mar 2014
OCOEE, FL
G. A. REPPLE & COMPANY
Feb 1994 – Aug 2006
OCOEE, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · February 11, 1994
Years registered · 32
03

Disclosure History

2008Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
STEWARDSHIP ADVISORY GROUP, LLC
CRD 165710 · SEC 801-77684
AUM
$270M
Regulatory assets under management
Employees
21
966 client accounts
Services offered by STEWARDSHIP ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at STEWARDSHIP ADVISORY GROUP, LLC →
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLERMONT?

Browse all registered financial advisors in CLERMONT, Florida or claim this profile if it's yours.

Browse CLERMONT AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile