Jeffrey Rogers

32 Years of Experience

Clermont, FL

1 DisclosureBroker

Jeffrey Rogers is a registered investment advisor at Stewardship Advisory Group, LLC, based in Clermont, FL, with 32 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,108 clients with $260M in assets under management.

Stewardship Advisory Group, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

1,108 clients

Average Client Portfolio

$236K average

Assets Under Management

$261.0M

Fee Structure

Planning is included in investment management (also available separately)

Stewardship Advisory Group offers investment management services where they provide ongoing advice and make investments based on your individual needs. The fees for investment management are charged each quarter based on the value of your portfolio. There are two fee schedules, one for fee-based asset management accounts and one for bundled financial life guidance and investment management services.

Fee-Based Asset Management Accounts:

Up to $2 Million: 1.00% per year
$2M-$5M: 0.75% per year
Above $5M: 0.50% per year

Bundled Financial Life Guidance and Investment Management Services:

$0 - $500k: 1.5% per year
$500k - $2 Million: 1.3% per year
$2 Million - $5 Million: 1.05% per year
Above $5 Million: 0.80% per year

View Full SEC Brochure

Location

17011 S.R. 50, Suite 203, Clermont, FL, 34711

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History

Regulatory History (1)

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Regulatory

January 2008

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Jeffrey is Chairman & CEO of Stewardship Advisory Group Holdings, LLC, and involved in several related businesses including Stewardship Legacy Coaching, LLC and Stewardship Advisory Group, LLC. He also works as an author, speaker, and serves on the board of Compass-Finances God's Way of Central Florida, Inc.

Employment History

Current Registrations

Stewardship Advisory Group, LLC

March 2013 - Present · 13 yrs 1 mo

United Planners' Financial Services of America a Limited PartnerBroker

February 2011 - Present · 15 yrs 2 mos

Previous Registrations

United Planners' Financial Services of America a Limited Partner

February 2011 - October 2014 · 3 yrs 8 mos

Stewardship Asset Management, LLC

July 2008 - December 2018 · 10 yrs 5 mos

Qa3 Financial LLC

August 2006 - February 2011 · 4 yrs 6 mos

Qa3 Financial CORP.Broker

August 2006 - February 2011 · 4 yrs 6 mos

Stewardship Legacy Coaching, LLC

July 2003 - March 2014 · 10 yrs 8 mos

G. A. Repple & Company

February 1994 - August 2006 · 12 yrs 6 mos

G. A. Repple & CompanyBroker

February 1994 - August 2006 · 12 yrs 6 mos

Guardian Investor Services CorporationBroker

July 1993 - April 1994 · 9 mos

State Registrations35 states

ALARAZCACODCDEFLGAIDILINKSKYMAMDMEMNMOMTNCNHNJNVNYOHOKORPASCTNTXVAWAWY

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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