# JEFFREY CHARLES ROBERTO

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AVENTINE FINANCIAL GROUP](https://search.stillhousedata.com/firm/292390) | 2025-08-27 | present | Yes |
| [FISHER ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107342) | 2023-11-13 | 2023-11-20 | — |
| [RUGGIERO INVESTMENTS](https://search.stillhousedata.com/firm/169180) | 2023-02-15 | 2023-12-07 | — |
| [TRAJAN WEALTH, L.L.C.](https://search.stillhousedata.com/firm/158847) | 2022-10-04 | 2023-02-08 | — |
| [CASTLE WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/118364) | 2022-01-31 | 2022-09-21 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2018-04-02 | 2019-02-01 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-01-29 | 2018-04-16 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2016-11-04 | 2017-05-19 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2016-11-02 | 2017-05-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2387704)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2387704.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.