Jennifer Roberts
Winthrop Partners - WNY · Orchard, New York
Jennifer Roberts is a fee-only financial advisor at Winthrop Partners - WNY in Orchard, New York, who holds the ChFC credential. Winthrop Partners - WNY reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Winthrop Partners - WNY |
|---|---|
| Based in | Orchard, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $186.2M across 302 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL, NY · CRD 2490363 |
| Exams passed | Series 63 (1997) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.winthroppartners.com |
How Jennifer's firm compares
- Winthrop Partners - WNY's average account is about $617,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Jennifer
Is Jennifer Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Winthrop Partners - WNY reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Winthrop Partners - WNY, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jennifer Roberts based?
Jennifer Roberts is based in Orchard, New York.
What credentials does Jennifer Roberts hold?
Jennifer Roberts holds the ChFC credential.
Is Jennifer Roberts registered with the SEC?
Yes. Jennifer Roberts is registered as an investment adviser representative in FL and NY (CRD 2490363), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Winthrop Partners - WNY manage?
Winthrop Partners - WNY reports $186.2M across 302 accounts in assets under management.
How do I contact Jennifer Roberts?
Through Jennifer's website, www.winthroppartners.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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