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RIA / WealthAdvisorCertified Financial Planner27 years in industry

JEFF EDWARD ROVNAK

Advisor at SIGNAL TREE FINANCIAL PARTNERS LLC

COPLEY, OH

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Search this name across graphsid dfx:ria:2c1ae47a-332d-4b2a-4b07-2aa1e1fd8e89

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SIGNAL TREE FINANCIAL PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 20, 1999
First registration: Mar 29, 2001
Dual registered: no
Other names: JEFF ROVNAK|JEFFREY EDWARD ROVNAK
IAPD individual key: 3275236

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SIGNAL TREE FINANCIAL PARTNERS LLC	Independent wealth	Jan 11, 2021	n/a	yes	COPLEY, OH	Current employment
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Jan 2, 2015	Jan 12, 2020	no	AKRON, OH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 9, 2009	Jan 6, 2015	no	AKRON, OH\|AKRON, OH	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Feb 9, 2009	no	AKRON, OH	Previous registration
MORGAN STANLEY DW INC.	n/a	Mar 29, 2001	Apr 2, 2007	no	AKRON, OH\|AKRON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEQUOIA FINANCIAL GROUP, L.L.C.	SIGNAL TREE FINANCIAL PARTNERS LLC	Jan 12, 2020	Jan 11, 2021	365	Firm change	RIA to new firm
WELLS FARGO ADVISORS	SEQUOIA FINANCIAL GROUP, L.L.C.	Jan 6, 2015	Jan 2, 2015	-4	Firm change	Other
MORGAN STANLEY & CO. LLC	WELLS FARGO ADVISORS	Feb 9, 2009	Feb 9, 2009	0	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:117756:OH:2015-01-06	Jan 6, 2015	Jan 2, 2015	AKRON, OH	Firm change

Relationships

Registered with (5)

→ SIGNAL TREE FINANCIAL PARTNERS LLCRegistered adviserregistration: current employment
Jan 11, 2021 to presentfactForm ADV
→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: previous registration
Jan 2, 2015 to Jan 12, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 9, 2009 to Jan 6, 2015factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Feb 9, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Mar 29, 2001 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.