Jeffry Hamilton
Roscoe Financial · Coshocton, Ohio
Jeffry Hamilton is a fee-only financial advisor at Roscoe Financial in Coshocton, Ohio, who holds the CFP credential. Roscoe Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Roscoe Financial |
|---|---|
| Based in | Coshocton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.3M across 32 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4543916 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.roscoefinancial.com |
How Jeffry's firm compares
- Roscoe Financial's average account is about $353,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Jeffry
Is Jeffry Hamilton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffry holds no broker registration, and Roscoe Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffry charge for financial advice?
Jeffry's firm, Roscoe Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffry Hamilton based?
Jeffry Hamilton is based in Coshocton, Ohio.
What credentials does Jeffry Hamilton hold?
Jeffry Hamilton holds the CFP credential.
Is Jeffry Hamilton registered with the SEC?
Yes. Jeffry Hamilton is registered as an investment adviser representative in OH and TX (CRD 4543916), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roscoe Financial manage?
Roscoe Financial reports $11.3M across 32 accounts in assets under management.
How do I contact Jeffry Hamilton?
Through Jeffry's website, www.roscoefinancial.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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