Jeffrey Rodriguez-aponte

Sb Advisory, LLC

22 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementHigh Net WorthBusiness Owners

Sb Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,045 clients

Average Client Portfolio

$274K average

Assets Under Management

$285.9M

Fee Structure

Minimum Investment:None

Location

Wesley Chapel, FL

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History

Regulatory History (1)

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Employment Separation After Allegations

April 2010

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Other Business ActivitiesSells Insurance

Jeffrey is the President of 360ONE LLC, a DBA for broker-dealer business, dedicating about 10-20% of his time. He also sells life and health insurance for Universal Life Insurance Company of Puerto Rico, spending a few hours per week. Finally, Jeffrey is President of TAMPASAOS, LLC, which owns a hotel.