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Our financial advice team

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

Jeff Roberts


Private Wealth Advisor

Founder of
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.

Areas of focus

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


  • I am very close with my family in Knoxville, TN. Mom and I have traveled all across the world together throughout 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 my family and friends.

Awards & recognition

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


  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CFS® Certified Fund Specialist
  • CKA® Certified Kingdom Advisor®
  • BFA™ Behavioral Financial Advisor™
  • AEP® Accredited Estate Planner®
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7 / Series 63 / Series 24
  • Life and Health Insurance License


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

Professional associations

  • Financial Planning Association
  • Estate Planning Council of Birmingham, Inc.
  • Million Dollar Round Table, Top of Table, 2009, 2011-2021
  • Million Dollar Round Table, Court of Table, 2009-2021
  • Million Dollar Round Table, Qualifying & Life Member, 2017
  • Kingdom Advisors
  • Christian Financial Advisor Network (C-FAN)

Previous experience

  • 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

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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