Jeffrey Stewart Roberts

Employer firm

Advus Financial Partners, LLC CRD 311990

$3.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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 → 05/2017
  Lpl Financial
  Winter Park, FL
• 06/2016 → 05/2017
  Resources Investment Advisors, Inc.
  Overland Park, KS
• 01/2015 → 05/2017
  Chepenik Financial
  Winter Park, FL
• 05/2017 → 08/2020
  Lamco Advisory Services, Inc.
  Lake Mary, FL
• 08/2020 → 03/2021
  Black Diamond
  Jacksonville, FL
• 06/2021 → Present
  Advus Financial Partners, Llc
  Winter Park, FL
• 04/2021 → 05/2021
  Lamco Advisory Services, Inc.
  Lake Mary, FL

Previous Registrations

• 2017-07-10 → 2020-09-28
  Lamco Advisory Services Inc.
  Windermere, FL
• 2016-11-02 → 2017-04-13
  Onedigital
  Winter Park, FL
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-18