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Our financial advice team


Jeff Roberts Ameriprise Financial Advisor

Jeff Roberts

ChFC®, CRPC®, CFS®, BFA, APMA®

Private Wealth Advisor

Founder of
MavenCross Wealth Advisors
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Investments
  • Investment Management
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Insurance

Interests

  • I am very close with my family in Knoxville, TN. Mom and I have traveled all across the world together for the last 14 years.
  • I enjoy spending as much time as possible on beautiful Smith Lake... relaxing, entertaining, and doing water sports.
  • My favorite day of the year comes in June when hosting children from the Big Oak Ranch at Wake the World on Smith Lake.
  • I also love traveling, reading, fishing, hunting, scuba diving, and snow skiing.
  • I am an avid runner and CrossFit enthusiast.
  • Any free time I have is spent hanging out with family and friends.

Community participation

  • Wake the World Alabama (Smith Lake, AL)
  • Dream Day (Smith Lake, AL)
  • C.A.S.T. for Kids Foundation (Smith Lake, AL)
  • Poor Man Poker Run (Smith Lake, AL)
  • Big Oak Ranch - Big 12 Club
  • Neverthirst Ministries
  • Vestavia Hills Chamber of Commerce
  • Undergraduate Advisor, Samford University
  • St. Luke's Episcopal Church
  • Boy Scouts of America, Eagle Scout - January 21, 1987

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Financial Times 400 Top Financial Advisers, 2017-2020
  • Barron’s Top 1,200 Financial Advisors, 2014-2020
  • Barron’s Top 1,000 Financial Advisors, 2009-2011
  • Ameriprise Chairman's Advisory Council, 2007-2020
  • Ameriprise Circle of Success, 1994-2020
  • Ameriprise Hall of Fame, 2015
  • Birmingham Business Journal Top 40 Under 40 Award, 2010
  • Ameriprise Diamond Ring Club, 2008

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CFS® Certified Fund Specialist
  • CKA® Certified Kingdom Advisor®
  • BFA™ Behavioral Financial Advisor™
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 24 - General Securities Principal Examination
  • FINRA Series 63 - Uniform Securities Agent State Law Examination

Education

  • Bachelor of Science, Finance - Samford University (Birmingham, AL)

Previous experience

  • Associate Vice President, Ameriprise Financial Services, Inc. (Birmingham, AL), 2000-2002
  • District Manager, Ameriprise Financial Services, Inc. (Birmingham, AL), 1995-2000
  • Training Manager, Ameriprise Financial Services, Inc. (Birmingham, AL), 1994-1995
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