DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeff Edward Rovnak

Signal Tree Financial Partners LLCindependent RIACopley, OhIA-onlyIAPD 3275236

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jeff Rovnak

At current firm

5 y

since Jan 11, 2021

In the industry

26 y

since Sep 20, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: CEO and Senior Financial Advisorreportedsignaltreefinancial.comfirm site, Sep 16, 2026
Designations: CFP, CEPAreportedsignaltreefinancial.comas printed on the bio page, Sep 16, 2026
Business email: jrovnak@signaltreefinancial.comreportedsignaltreefinancial.comfirm site, Sep 16, 2026
Professional profile: signaltreefinancial.com/about/our-team/jeff-rovnakreportedsignaltreefinancial.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Signal Tree Financial Partners LLC independent RIA current
since Jan 11, 2021 · Copley, Oh
Sequoia Financial Group, L.L.C. independent RIA
Jan 2, 2015 to Jan 12, 2020 · Akron, Oh
Wells Fargo Advisors wirehouse
Feb 9, 2009 to Jan 6, 2015 · Akron, Oh
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Feb 9, 2009 · Akron, Oh
Morgan Stanley Dw Inc. unclassified
Mar 29, 2001 to Apr 2, 2007 · Akron, Oh

Moves

a registration end followed by a registration begin elsewhere

Sequoia Financial Group, L.L.C. to Signal Tree Financial Partners LLC
left Jan 12, 2020, registered Jan 11, 2021 (365 days) · RIA to a newly registered adviser
Wells Fargo Advisors to Sequoia Financial Group, L.L.C.
left Jan 6, 2015, registered Jan 2, 2015 (-4 days) · Other · moved with a team
Morgan Stanley & Co. LLC to Wells Fargo Advisors
left Feb 9, 2009, registered Feb 9, 2009 (0 days) · Other
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address