Jeffrey Kastner
Roan Capital Partners · Johnson City, Tennessee
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.
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Facts
| Firm | Roan Capital Partners |
|---|---|
| Based in | Johnson City, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $152.0M across 563 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5025016 |
| Exams passed | Series 65 (2024) · Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.roancp.com |
| Profile |
How Jeffrey's firm compares
- Roan Capital Partners's average account is about $270,000, from its Form ADV (assets managed divided by 563 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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