Jeffrey Paul Rogers

Current Employers

Employment History

• 07/2008 → 02/2018
  Stewardship Asset Management, Llc.
  Bonita Springs, FL
• 06/1992 → 12/2017
  Stewardship Estate Planning, Inc.
  Ocoee, FL
• 02/2011 → 07/2026
  United Planners' Financial Services
  Scottsdale, AZ
• 03/2013 → Present
  Stewardship Advisory Group, Llc
  Ocoee, FL
• 12/2013 → Present
  Stewardship Advisory Group Holdings, Llc.
  Ocoee, FL
• 03/1992 → Present
  Florida State Notary
  Ocoee, FL
• 05/2016 → Present
  Jeff Rogers
  Ocoee, FL
• 02/2013 → Present
  Compass-Finances God's Way Of Central Florida, Inc.
  Maitland, FL
• 01/2017 → 10/2020
  Oneascent Holdings Llc
  Birmingham, AL
• 01/2017 → 10/2020
  Oneascent Investment Solution Llc
  Birmingham, AL
• 01/2017 → 10/2020
  One Ascent Financial Services Llc
  Birmingham, AL
• 04/2002 → Present
  Stewardship Legacy Coaching, Llc.
  Ocoee, FL
• 03/2014 → Present
  Stewardship Advisory Group, Llc.
  Ocoee, FL
• 07/2026 → Present
  Oneascent Financial Solutions, Llc
  Birmingham, AL

Previous Registrations

• 2008-07-31 → 2018-12-31
  Stewardship Asset Management, Llc
  Ocoee, FL
  Naples, FL
• 2011-02-23 → 2014-10-02
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Clermont, FL
  Evergreen, CO
• 2003-07-08 → 2014-03-26
  Stewardship Legacy Coaching, Llc
  Ocoee, FL
  Altamonte Springs, FL
  Orlando, FL
• 2006-08-08 → 2011-02-11
  Qa3 Financial Llc
  Ocoee, FL
  Omaha, NE
• 1994-02-11 → 2006-08-08
  G. A. Repple & Company
  Ocoee, FL
  Lititz, PA
  Deland, FL
  Pittsburgh, PA
  North Canton, OH
  Scottsdale, AZ
  Winter Garden, FL
  Roanoke, VA
  Orlando, FL
  Marietta, GA
  Carefree, AZ
  Sacramento, CA

Other Businesses

1.) STEWARDSHIP ADVISORY GROUP HOLDINGS, LLC. - CHAIRMAN, FOUNDER, PRESIDENT & CEO - NON-VARIABLE INSURANCE - SINCE 12/2013 - OCOEE, FL - INVESTMENT RELATED 2.) STEWARDSHIP LEGACY COACHING, LLC - FOUNDER & CHAIRMAN, PRESIDENT & CEO - COACHING SERVICES ON THE STEWARDSHIP OF FAMILY LEGACY AND BUSINESS LEGACY - OCOEE, FL - SINCE 04/2002 - NOT INVESTMENT RELATED 3.) FLORIDA STATE NOTARY - PROVIDING NOTARY SERVICES IN CONJUNCTION WITH THE ABOVE BUSINESSES - OCOEE, FL - SINCE 03/1992 - NOT INVESTMENT RELATED 4.) STEWARDSHIP ADVISORY GROUP, LLC. - CHAIRMAN/ADVISOR - INVESTMENT ADVISORY SERVICES - SINCE 03/2013 - OCOEE FL - INVESTMENT RELATED 5.) JEFF ROGERS - AUTHOR, SPEAKER, THOUGHT LEADER & VISIONARY - AUTHOR, SPEAKER, THOUGHT LEADER & VISIONARY - OCOEE, FL - SINCE 05/2016 - NOT INVESTMENT RELATED 6.) COMPASS-FINANCES GOD'S WAY OF CENTRAL FLORIDA, INC. - BOARD OF DIRECTORS/SECRETARY - TO SEE EVERYONE, EVERYWHERE FAITHFULLY LIVING BY GOD'S FINANCIAL PRICIPALS IN EVERY AREA OF THEIR LIVES - MAITLAND, FL - SINCE 02/2013 - NOT INVESTMENT RELATED 7.) STEWARDSHIP ADVISORY GROUP, LLC - FOUNDER & CHAIRMAN, PRESIDENT & CEO - DBA NAME FOR MARKETING PURPOSES ONLY - OCOEE, FL - SINCE 06/2017 - INVESTMENT RELATED 8.) STEWARDSHIP ADVISORY GROUP, LLC - FOUNDER & CHAIRMAN, PRESIDENT & CEO - REGISTERED INVESTMENT ADVISOR - OCOEE, FL - SINCE 03/2014 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-08
• S63 Uniform Securities Agent State Law Examination
  1994-05-25