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Jeffrey Rodriguez-aponte

SB Advisory, LLC

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About Jeffrey Rodriguez-aponte

Jeffrey Rodriguez-aponte is a registered representative and investment advisor representative with SB Advisory, LLC. Jeffrey has been in the financial services industry since 2003. Jeffrey has experience in the insurance industry and also serves as the President of Tampaaos, LLC, which owns a hotel. Jeffrey provides financial planning and portfolio management services to individuals and other investment advisors.

Firm Information

Jeffrey Rodriguez-aponte is currently registered with SB Advisory, LLC. SB Advisory, LLC is an investment advisory firm based in Atlanta, Georgia. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. SB Advisory, LLC is registered with the SEC and has a total of 1045 client accounts with regulatory assets under management of $285,851,527.
SB Advisory, LLC

3424 PEACHTREE ROAD NE

ATLANTA, GA 30326-1184

$285.85M

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Rodriguez-aponte’s Registration & Firm History

FL

10/14/2024 - Present

SB Advisory, LLC (WESLEY CHAPEL FL)

FL

09/16/2019 - 07/22/2022

NATIONAL SECURITIES CORPORATION (WESLEY CHAPEL FL)

PR

04/14/2012 - 09/17/2019

IFS SECURITIES (Carolina PR)

PR

10/16/2006 - 05/07/2010

UBS FINANCIAL SERVICES INC. (GUAYNABO PR)

PR

10/16/2006 - 05/07/2010

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (GUAYNABO PR)

PR

06/15/2005 - 10/17/2006

R-G INVESTMENTS CORPORATION (PONCE PR)

PR

01/06/2004 - 07/07/2005

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)

NJ

05/02/2003 - 07/07/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 06/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Rodriguez-aponte. Review regulatory record here.
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