ADVISOR BIO

Roderick R Jefferson has been a registered financial professional since 2011. Roderick began his career at Fidelity Brokerage Services LLC in Jacksonville, FL. After a brief stint at Bank of America NA, Roderick moved to Merrill Lynch in Jacksonville. In 2017 Roderick joined CUSO Financial Services, L.P. in Tampa, FL, before joining Cetera Investment Services LLC in St. Petersburg, FL. in 2018. Roderick currently holds registrations in Florida, Texas, and Georgia. He is a registered representative and investment advisor representative with Edward Jones. Roderick has experience working with a wide range of clients including individuals, high-net-worth individuals, businesses, pension plans, and charitable organizations. Roderick offers a variety of services, including financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Roderick Francis O'Connor is a financial advisor with Edward Jones. Roderick has been in the financial services industry since 2004 and holds a Series 63 and Series 66 license. Roderick is registered with FINRA as a Registered Representative and has achieved a "Approved" status. Roderick specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Rodger Elgar is an investment advisor representative with Jaffe Tilchin Investment Partners, LLC. Rodger has been in the industry since 1988 and is registered with the state of Florida. Rodger has a Series 6 license and a Series 65 license. Rodger's primary focus is on providing financial planning and portfolio management services for individuals and pension consulting. Rodger has previous experience with J.W. COLE FINANCIAL, INC., JONATHAN ROBERTS FINANCIAL GROUP, INC., PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.

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ADVISOR BIO

Rodger Friedman is a financial advisor with over 40 years of experience in the industry. Rodger is currently registered with Steward Partners Investment Advisory, LLC, a firm based in Clearwater, FL. Rodger has held previous positions at Raymond James Financial Services, Inc., Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Rodger is licensed to provide financial advice in 30 states. He specializes in financial planning, pension consulting, and portfolio management for individuals. Rodger is also an author and a speaker on financial advisor marketing.

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ADVISOR BIO

Rodger Goldman is a financial advisor with over 30 years of experience in the industry. Rodger has held previous roles with Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Citigroup Global Markets Inc., Smith Barney Inc. and Lehman Brothers Inc. Currently, Rodger is a registered representative of Janney Montgomery Scott LLC, providing a range of financial services, including financial planning, portfolio management, and pension consulting. Rodger is also a registered investment advisor in several states.

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ADVISOR BIO

Rodney James Kleiver is a financial advisor with over nine years of experience in the industry. Rodney is currently registered with B. Riley Wealth Advisors, Inc. and holds a Series 66, Series 7 and Series 6TO licenses. Rodney is also registered as an Investment Advisor Representative in Florida. Prior to joining B. Riley Wealth Advisors, Rodney worked for National Securities Corporation and Prime Capital Services, Inc. Rodney also provides tax preparation and fixed and variable insurance services.

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ADVISOR BIO

Rodney Amicone is a financial advisor with over 15 years of experience in the financial services industry. Rodney is a Registered Representative of Innovation Partners LLC and an Investment Advisor Representative of IP Financial Advisory Services LLC. Rodney is a Series 6 and Series 63 licensed professional with the SIE. Rodney is committed to providing personalized financial planning and investment management services to help individuals and families achieve their financial goals. Rodney is a highly experienced and qualified financial advisor, with expertise in retirement planning, portfolio management, and financial consulting. Rodney's goal is to help clients make informed financial decisions and develop a comprehensive financial plan that is tailored to their unique needs and objectives.

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ADVISOR BIO

Rodney Woodley is a financial advisor with over 35 years of experience in the industry. Rodney is currently registered with Morgan Stanley, a leading financial services firm, serving clients in Florida, Indiana, Iowa, and Texas. Prior to joining Morgan Stanley, Rodney held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Citigroup Global Markets Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Rodney has a strong background in investment management and financial planning and holds Series 6, 7, and 63 licenses as well as the Securities Industry Essentials Examination. Rodney is a specialist in portfolio management for individuals, businesses, and investment companies. He is also experienced in financial planning, pension consulting, and educational seminars. Rodney is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Rodney Barnard Cooper is a registered investment advisor representative with Equity Services, Inc., based in Jacksonville, Florida. Rodney Cooper is a licensed insurance agent and has been in the financial services industry since 2019. Rodney Cooper specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Rodney Lee Ownby is a financial advisor who has been working in the industry for over 8 years. Rodney has a Series 7 and SIE license, and is registered as an Investment Advisor Representative in Florida. Rodney is a Certified Financial Planner and specializes in a variety of areas. Rodney has worked at Certified Advisory Corp since 2018. Certified Advisory Corp provides a variety of services to clients, including financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS