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Jeff Edward Rovnak

SIGNAL TREE FINANCIAL PARTNERS LLC·COPLEY, Ohio
SIE, Series 7, Series 66Clean record25 years registeredSIGNAL TREE FINANCIAL PARTNERS LLC
840 ROTHROCK ROAD, COPLEY, OH 44321CRD# 3275236Firm CRD# 311871

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeff Edward Rovnak · COPLEY, OH
Registration
CRD #3275236 · SIGNAL TREE FINANCIAL PARTNERS LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

SIGNAL TREE FINANCIAL PARTNERS LLC
Jan 2021 – present
SEQUOIA FINANCIAL GROUP, L.L.C.
Jan 2015 – Jan 2020
AKRON, OH
WELLS FARGO ADVISORS, LLC
Feb 2009 – Jan 2015
AKRON, OH
MORGAN STANLEY & CO. INCORPORATED
Apr 2007 – Feb 2009
AKRON, OH
MORGAN STANLEY
Mar 2001 – Apr 2007
AKRON, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 29, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SIGNAL TREE FINANCIAL PARTNERS LLC
CRD 311871 · SEC 801-131429
AUM
$135M
Regulatory assets under management
Employees
5
226 client accounts
Services offered by SIGNAL TREE FINANCIAL PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SIGNAL TREE FINANCIAL PARTNERS LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeff Edward Rovnak offer?
Jeff Edward Rovnak specializes in Financial Planning, Investment Management. Contact their office in COPLEY, Ohio for a consultation.
What are Jeff Edward Rovnak's credentials?
Jeff Edward Rovnak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeff Edward Rovnak located?
Jeff Edward Rovnak is based in COPLEY, Ohio, working with SIGNAL TREE FINANCIAL PARTNERS LLC. Their office serves clients in the COPLEY metropolitan area and surrounding communities.
How does Jeff Edward Rovnak charge for services?
Jeff Edward Rovnak'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 SIGNAL TREE FINANCIAL PARTNERS LLC?
SIGNAL TREE FINANCIAL PARTNERS LLC has approximately 5 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
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Research
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