TrueAdvisor
TrueAdvisor
JR
JR

Jeffrey Rodriguez-Aponte

San Blas Advisory, INC.
23 Years of Experience
Wesley Chapel, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Rodriguez-Aponte is a registered investment advisor at San Blas Advisory, INC., based in Wesley Chapel, FL, with 23 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 665 clients with $220M in assets under management.

San Blas Advisory, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
665 clients
Average Client Portfolio
$329K average
Assets Under Management
$218.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $5.0M1.50%
$5.0M - $10.0M1.25%
$10M+1.00%

Fees are negotiable between the client and advisor. Custodian transaction fees and other third-party charges may apply.

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

Location

Wesley Chapel, FL

Get directions

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
April 2010
View Full SEC ReportHow to Read Disclosures
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.

Employment History
Current Registrations
San Blas Advisory, INC.
June 2026 - Present · 4 mos
Sb Advisory, LLC
October 2024 - Present · 2 yrs
San Blas Securities LLC
October 2024 - Present · 2 yrs
San Blas Securities LLCBroker
October 2024 - Present · 2 yrs
Previous Registrations
B. Riley Wealth ManagementBroker
July 2022 - November 2024 · 2 yrs 4 mos
B. Riley Wealth Advisors, INC.
September 2019 - November 2024 · 5 yrs 2 mos
National Securities CorporationBroker
September 2019 - July 2022 · 2 yrs 10 mos
Ifs SecuritiesBroker
April 2012 - September 2019 · 7 yrs 5 mos
Sb Advisory, LLC
April 2012 - November 2019 · 7 yrs 7 mos
Freedom Advisory
August 2010 - April 2012 · 1 yr 8 mos
UBS Financial Services INC.Broker
October 2006 - May 2010 · 3 yrs 7 mos
UBS Financial Services Incorporated of Puerto RicoBroker
October 2006 - May 2010 · 3 yrs 7 mos
R-G Investments CorporationBroker
June 2005 - October 2006 · 1 yr 4 mos
UBS Financial Services Incorporated of Puerto RicoBroker
January 2004 - July 2005 · 1 yr 6 mos
UBS Financial Services INC.Broker
May 2003 - July 2005 · 2 yrs 2 mos
State Registrations3 states
FLNYPR
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.
More Advisors
More financial advisors in Wesley Chapel, FL →All financial advisors in Florida →