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Jeffrey Douglas Chinery

Jeffrey D. Chinery

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CRD#: 2481735
Jeffrey Douglas Chinery

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Douglas Chinery, CFP®, who also goes by Jeff Chinery, Jeffrey Douglas Cminery, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1994. Jeffrey had worked at 3 firms and has passed the Series 65, Series 63, Series 2 and Series 6 exams.

Biography


Prior to joining the firm, Jeff was a Product Manager with NationsBank Advisors, Inc., (a subsidiary of what is now Bank of America) where he was responsible for development of marketing collateral that supported the internal and external distribution of the firms investment products.  He also served as a Sales Representative with Stephens, Inc. where he supported the NationsFund investment activities of NationsBank Capital Markets and NationsBank Private Bank.Jeff received his Bachelor of Science in Business Administration from East Tennessee State University 1992.  He is a licensed Certified Financial Planner™ certificant.
top-8-questions

Question & Answer


What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
College/Education Planning
Hourly
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
No

Aliases


Jeff Chinery | Jeffrey Douglas Cminery

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

April 27, 1999 - August 1, 2017

RONALD BLUE & CO., LLC

RIA
CRD#: 104605
ROSWELL, GA
Past

January 2, 1996 - June 24, 1996

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

August 2, 1994 - January 1, 1996

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/5/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 8/16/1996
Non-Member General Securities Examination
General Industry/Product Exam

Current Firm


RB
RONALD BLUE & CO., LLC
BLUE RONALD & CO LLC | RONALD BLUE INSTITUTIONAL SERVICES | RONALD BLUE & CO., LLC | RONALD BLUE & CO. LLC | RONALD BLUE & CO LLC | FAMILY OFFICE | EVERYDAY STEWARD

CRD#: 104605 / SEC#: 801-18423

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Contact information


Main Address
300 Colonial Center Parkway Suite 300, Roswell, GA 30076-8843
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A MARCH 23,2017 (3/23/2017)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RONALD BLUE & CO., LLC

CRD#: 104605

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Contact information


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