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Jeffrey R
Series 66
Wesley Chapel, FL
SB Advisory, LLC
Jeffrey Rodriguez Aponte is a financial advisor with SB Advisory, LLC who holds a Series 66 designation and has 23 years of industry experience. His prior work includes roles at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, International Financial Solutions, and Freedom Advisory. Outside of his advisory work, he is president of Tampasaos, LLC, a company that owns a hotel with 11 rooms. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, employing fundamental, technical, and qualitative analysis across a range of investment options including mutual funds, ETFs, individual equities, and third-party managers.
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