JC
Jeffrey L. Cherry
SLAGLE FINANCIAL.
Fort Walton Beach, FL 32548
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CRD#: 3043283
JC
Professional summary
Jeffrey Lind Cherry, who also goes by Jeff Cherry, is a registered financial advisor currently at SLAGLE FINANCIAL, LLC. located in Fort Walton Beach, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffrey has worked at 4 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Cherry
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.
Jeff Cherry is President of (and a licensed insurance agent with) Cherry Financial Inc. D/B/A Cherry Wealth Advisors, which acts as an insurance agency in addition to an investment adviser.
Jeff Cherry is an investment adviser representative with another investment advisory firm, AE Wealth Management. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. Cherry Wealth Advisors always acts in the best interest of the client and clients are in no way required to use the services of any representative of Cherry Wealth Advisors in connection with such individual's activities outside of Cherry Wealth Advisors.
Jeff Cherry is the owner of Cherry Asset Management. Cherry Asset Management was created to manage the accounting and rental for the properties owned by Cherry Financial. 0 hours a month during trading and outside trading hours are devoted to this business. He receives no yearly compensation for this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lind Cherry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 28, 2022 - Present
SLAGLE FINANCIAL, LLC.
Office #1: 501 Mary Esther Cutoff Nw, Suite 6, Fort Walton Beach, FL 32548RIA
CRD#: 149976
Fort Walton Beach, FL
Past
March 23, 2016 - December 31, 2022
CHERRY WEALTH ADVISORS
RIA
CRD#: 281081
FORT WALTON BEACH, FL
Past
January 7, 2013 - April 30, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
FT WALTON BEACH, FL
Past
July 10, 1998 - June 2, 1999
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SLAGLE FINANCIAL, LLC.
CHERRY WEALTH ADVISORS | SLAGLE FINANCIAL, LLC. | NAME 905
CRD#: 149976 / SEC#: 801-113986
RIA
Registered Investment Advisory firm - (9/17/2018 Approved)Illinois
Registered Investment Advisory firm - (9/17/2018 Terminated)Missouri
Registered Investment Advisory firm - (9/25/2018 Terminated)Texas
Registered Investment Advisory firm - (9/25/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(9/28/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SF
SLAGLE FINANCIAL, LLC.
CHERRY WEALTH ADVISORS | SLAGLE FINANCIAL, LLC. | NAME 905
CRD#: 149976 / SEC#: 801-113986
RIA
Registered Investment Advisory firm - (9/17/2018 Approved)Illinois
Registered Investment Advisory firm - (9/17/2018 Terminated)Missouri
Registered Investment Advisory firm - (9/25/2018 Terminated)Texas
Registered Investment Advisory firm - (9/25/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
419 St. Louis Street, Edwardsville, IL 62025
Mailing Address
Phone number
(618) 692-1657
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,992 |
| AUM (Assets Under Management) | $ 315,010,991 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SLAGLE FINANCIAL, LLC.
CRD#: 149976Fort Walton Beach, FL 32548TRUST BUT VERIFY
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