Jeff Edward Rovnak

Employer firm

Signal Tree Financial Partners LLC CRD 311871

$213M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 12/2019
  Sequoia Financial Advisors
  Akron, OH
• 01/2015 → 12/2019
  Sequoia Financial Group
  Akron, OH
• 01/2021 → Present
  Signal Tree Financial Partners Llc
  Copley, OH
• 01/2020 → 12/2020
  Self Employed
  Copley, OH

Previous Registrations

• 2015-01-02 → 2020-01-12
  Sequoia Financial Group, L.L.C.
  Akron, OH
• 2009-02-09 → 2015-01-06
  Wells Fargo Clearing Services, Llc
  Akron, OH
  Akron, OH
• 2007-04-02 → 2009-02-09
  Morgan Stanley & Co. Llc
  Akron, OH
• 2001-03-29 → 2007-04-02
  Morgan Stanley Dw Inc.
  Akron, OH
  Akron, OH

Exams

• S66 Uniform Combined State Law Examination
  1999-09-20

Designations

• Certified Financial Planner

Other Names

• Jeff Rovnak
• Jeffrey Edward Rovnak