JEFFREY CHARLES ROBERTO is an investment adviser representative (IAR) with state registration records since 2016, appearing at 9 firms. Currently registered with AVENTINE FINANCIAL GROUP.
| Firm | From | To | Current |
|---|---|---|---|
| AVENTINE FINANCIAL GROUP | 2025-08-27 | present | Yes |
| FISHER ASSET MANAGEMENT, LLC | 2023-11-13 | 2023-11-20 | — |
| RUGGIERO INVESTMENTS | 2023-02-15 | 2023-12-07 | — |
| TRAJAN WEALTH, L.L.C. | 2022-10-04 | 2023-02-08 | — |
| CASTLE WEALTH MANAGEMENT LLC | 2022-01-31 | 2022-09-21 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2018-04-02 | 2019-02-01 | — |
| LPL FINANCIAL LLC | 2018-01-29 | 2018-04-16 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2016-11-04 | 2017-05-19 | — |
| TD AMERITRADE, INC. | 2016-11-02 | 2017-05-19 | — |