# Jeffrey Kastner

> Jeffrey Kastner is a fee-only financial advisor at Roan Capital Partners in Johnson City, Tennessee. Roan Capital Partners reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-kastner/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Roan Capital Partners
- **Based in:** Johnson City, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $152.0M across 563 accounts
- **CRD:** 5025016 (https://adviserinfo.sec.gov/individual/summary/5025016)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2024), Series 66 (2005)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.roancp.com/

## Frequently asked questions

### Is Jeffrey Kastner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Roan Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Roan Capital Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jeffrey Kastner based?

Jeffrey Kastner is based in Johnson City, Tennessee.

### Is Jeffrey Kastner registered with the SEC?

Yes. Jeffrey Kastner is registered as an investment adviser representative in TX (CRD 5025016), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Roan Capital Partners manage?

Roan Capital Partners reports $152.0M across 563 accounts in assets under management.

### How do I contact Jeffrey Kastner?

Through Jeffrey's website, www.roancp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5025016): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.