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Jennifer Dawn Roberts

Winthrop Partners - WNY, LLC

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About Jennifer Dawn Roberts

Jennifer Roberts is a registered investment advisor representative at Winthrop Partners - WNY, LLC. Jennifer holds a Series 7 and Series 63 license. She is a Chartered Financial Consultant and has been working in the financial industry for over 25 years. Prior to joining Winthrop Partners - WNY, LLC, Jennifer worked at Harold C. Brown & Co., LLC and Wachovia Securities, LLC. Jennifer specializes in working with high net worth individuals, individuals other than high net worth, and charitable organizations. Jennifer also provides financial planning, portfolio management, and educational seminars.

Firm Information

Jennifer Roberts is currently registered with Winthrop Partners - WNY, LLC. Winthrop Partners - WNY, LLC is an investment advisor based in Buffalo, NY. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Winthrop Partners - WNY, LLC manages approximately $148 million in assets for a diverse client base, including high-net-worth individuals, charitable organizations, and corporations.
Winthrop Partners - WNY, LLC

295 MAIN STREET

BUFFALO, NY 14203

$148.10M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Jennifer Roberts’s Registration & Firm History

NY

07/30/2021 - Present

Winthrop Partners - WNY, LLC (BUFFALO NY)

NY

01/08/2008 - 12/31/2011

HAROLD C. BROWN & CO., LLC (BUFFALO NY)

NY

11/28/2005 - 09/21/2007

WACHOVIA SECURITIES, LLC (WILLIAMSVILLE NY)

CT

10/08/1999 - 12/20/2005

ADVEST, INC. (HARTFORD CT)

NY

02/10/1997 - 08/27/1999

HAROLD C. BROWN & CO., INC. (BUFFALO NY)

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Licenses & Designations

BC

Issued 04/25/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Dawn Roberts.
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