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JR
CFP
JR
CFP

John Rojas

Rossby Financial, LLC
29 Years of Experience
Jupiter, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

John Rojas is a CFP-designated registered investment advisor at Rossby Financial, LLC, based in Jupiter, FL, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,910 clients with $850M in assets under management.

Rossby Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
3,910 clients
Average Client Portfolio
$219K average
Assets Under Management
$854.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum management fee will not exceed 2.50% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

601 Heritage Drive, Suite 214, Jupiter, FL, 33458

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 1998
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John sells non-variable insurance through SBG, dedicating about 10-20% of his time. He also provides investment advisory services through NewEdge Advisors, LLC and DBA Tribox Private Wealth, LLC, spending nearly full-time on these activities. Finally, John is an owner of Strategic Tax Advisors, spending a few hours per week.

Employment History
Current Registrations
Rossby Financial, LLC
September 2026 - Present · 1 mo
Previous Registrations
Newedge Advisors
June 2022 - August 2026 · 4 yrs 2 mos
LPL Financial LLCBroker
June 2022 - September 2026 · 4 yrs 3 mos
Ameriprise Financial Services, LLC
February 2015 - June 2022 · 7 yrs 4 mos
Ameriprise Financial Services, LLCBroker
February 2015 - June 2022 · 7 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - February 2015 · 7 yrs 1 mo
Wells Fargo Advisors, LLC
January 2008 - February 2015 · 7 yrs 1 mo
A. G. Edwards & Sons, INC.
July 2003 - January 2008 · 4 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
June 2003 - January 2008 · 4 yrs 7 mos
1st Discount Brokerage, INC.Broker
February 2000 - July 2003 · 3 yrs 5 mos
Ffp Securities, INC.Broker
August 1998 - February 2000 · 1 yr 6 mos
Joseph Charles & Assoc., INC.Broker
February 1997 - July 1998 · 1 yr 5 mos
State Registrations1 state
FL
Advisor

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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