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Jeff Roberts, Private Wealth Advisor serving the Birmingham, AL area - Ameriprise Advisors

Jeff Roberts


Private Wealth Advisor

MavenCross Wealth Advisors
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Charitable Giving
  • Christian Financial Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Tax Planning Strategies


  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • CKA® Certified Kingdom Advisor®
  • APMA™ Accredited Portfolio Management Advisor™
  • AEP® Accredited Estate Planner®
  • FINRA Series 7 License - General Securities Representative
  • FINRA Series 63 License - Uniform Securities Agent State Law
  • FINRA Series 24 License - General Securities Principal
  • Life, Accident, and Health Insurance License


  • B.S. Finance - Samford University (Birmingham, AL)

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2007-2021
  • Ameriprise Circle of Success, 1994-2023
  • Ameriprise Diamond Ring Club, 2008
  • Ameriprise Hall of Fame, 2015
  • Barron’s Top 1,000 Financial Advisors, 2009-2011
  • Barron’s Top 1,200 Financial Advisors, 2014-2023
  • Birmingham Business Journal Top 40 Under 40 Award, 2010
  • Financial Times 400 Top Financial Advisers, 2017-2020
  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • MavenCross Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Ameriprise Private Wealth Advisory Board, 2009-2016
  • Associate Vice President, Ameriprise Financial Services, LLC (Birmingham, AL), 2000-2002
  • District Manager, Ameriprise Financial Services, LLC (Birmingham, AL), 1995-2000
  • Training Manager, Ameriprise Financial Services, LLC (Birmingham, AL), 1994-1995

Community participation

  • Wake the World Alabama
  • Alabama Lake Wide Charities - Poor Man Poker Run & Spook the Lake
  • C.A.S.T. for Kids Foundation
  • Big Oak Ranch "Big 12 Club"
  • Presbyterian Home for Children
  • The Bell Center
  • The Arthritis Foundation
  • Leukemia and Lymphoma Society
  • Birmingham AIDS Outreach
  • Neverthirst Ministries
  • Vestavia Hills Chamber of Commerce
  • Vestavia Hills City Schools Foundation
  • Samford University, Undergraduate Advisor
  • St. Luke's Episcopal Church


  • I am very close with my family in Knoxville, TN. Mom and I have traveled all across the world together throughout the last 15 years.
  • I love spending as much time as possible on beautiful Smith Lake... relaxing, entertaining, and doing water sports.
  • I enjoy traveling, reading, fishing, hunting, scuba diving, and snow skiing.
  • I am an avid runner and CrossFit enthusiast.
  • My favorite day of the year happens in June when hosting children from the Big Oak Ranch at Wake the World Alabama on Smith Lake.
  • Boy Scouts of America, Eagle Scout - January 21, 1987