Jeffrey S. Vineyard

COPPER FINANCIAL

Kansas City, MO 64108

Some features on this profile are disabled

CRD#: 4974791

Professional summary

Jeffrey Stuart Vineyard, who also goes by Jeff VIneyard, is a registered financial advisor currently at COPPER FINANCIAL located in Kansas City, Missouri.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Vineyard

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.

Treehouse Capital, LLC; not investment related; 12622 NE 117th Street, Kearney, MO 64060; Real Estate Investment; Member; 9/8/2025; 10hrs; 2hrs; Treehouse Capital. LLC; Member

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Stuart Vineyard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Stuart Vineyard's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 8, 2014 - Present

COPPER FINANCIAL

Office #1: 1811 Walnut Street, Kansas City, MO 64108

RIA

CRD#: 168203

Kansas City, MO

Current

May 23, 2014 - Present

COPPER FINANCIAL

Office #1: 1811 Walnut Street, Kansas City, MO 64108

RIA

CRD#: 168203

Kansas City, MO

Past

January 1, 2010 - May 27, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

KANSAS CITY, MO

Past

November 6, 2009 - May 27, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

KANSAS CITY, MO

Past

August 9, 2005 - November 9, 2009

EDWARD JONES

CRD#: 250

KEARNEY, MO

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".

COPPER FINANCIAL

COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC | COPPER FINANCIAL NETWORK, LLC | COPPER FINANCIAL

CRD#: 168203 / SEC#: 801-89168, 8-69295

RIA

Registered Investment Advisory firm - SEC (4/30/2015 Approved)

California

Registered Investment Advisory firm - SEC (7/2/2015 Terminated)

Idaho

Registered Investment Advisory firm - SEC (6/6/2014 Terminated)

Iowa

Registered Investment Advisory firm - SEC (6/5/2014 Terminated)

Kansas

Registered Investment Advisory firm - SEC (6/2/2015 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (6/5/2014 Terminated)

Ohio

Registered Investment Advisory firm - SEC (6/5/2014 Terminated)

Texas

Registered Investment Advisory firm - SEC (6/2/2015 Terminated)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/17/2025)

Arizona
(1/17/2025)

California
(5/23/2014)

Colorado
(6/19/2014)

Florida
(5/27/2014)

Georgia
(5/23/2014)

Illinois
(5/27/2014)

Iowa
(5/27/2014)

Kansas
(5/23/2014)

Massachusetts
(5/27/2014)

Minnesota
(1/17/2025)

Mississippi
(5/27/2014)

Missouri
(5/23/2014)

IAR

Missouri
(1/3/2023)

Nebraska
(1/8/2024)

Nevada
(5/27/2014)

New York
(5/27/2014)

North Carolina
(5/28/2014)

Ohio
(5/28/2014)

Oklahoma
(5/27/2014)

Oregon
(5/27/2014)

Pennsylvania
(1/13/2020)

South Carolina
(1/17/2025)

Tennessee
(1/13/2020)

Texas
(6/13/2014)

IAR

Texas
(1/8/2021)

Virginia
(5/23/2014)

West Virginia
(4/7/2022)

Wisconsin
(3/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

COPPER FINANCIAL

COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC | COPPER FINANCIAL NETWORK, LLC | COPPER FINANCIAL

CRD#: 168203 / SEC#: 801-89168, 8-69295

RIA

Registered Investment Advisory firm - SEC (4/30/2015 Approved)

California

Registered Investment Advisory firm - SEC (7/2/2015 Terminated)

Idaho

Registered Investment Advisory firm - SEC (6/6/2014 Terminated)

Iowa

Registered Investment Advisory firm - SEC (6/5/2014 Terminated)

Kansas

Registered Investment Advisory firm - SEC (6/2/2015 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (6/5/2014 Terminated)

Ohio

Registered Investment Advisory firm - SEC (6/5/2014 Terminated)

Texas

Registered Investment Advisory firm - SEC (6/2/2015 Terminated)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9777 Ridge Dr., Suite 360, Lenexa, KS 66219

Mailing Address

9777 Ridge Dr., Suite 360, Lenexa, KS 66219

Phone number

(913) 905-8116

Established

Missouri since 11/05/2001

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (29 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

AAMP WRAP FEE PROGRAM BROCHURE (FORM ADV PART 2A APPENDIX 1) (5/29/2025)

GUIDED INVESTING WRAP FEE PROGRAM BROCHURE (FORM ADV PART 2A APPENDIX 1) (3/31/2025)

FIRM BROCHURE (FORM ADV PART 2A) (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
COMMUNITYAMERICA CUSO ONE LLC	SHAREHOLDER
CHRISTIAN, TRACY	ELECTED MANAGER	7678129
DEHNER, MICHAEL JAMES	FINANCIAL OPERATIONS PRINCIPAL	7334680
GINTER, LISA ROSELLE	ELECTED MANAGER	6482083
HAGGERTY, MICHAEL PATRICK	PRESIDENT, CHIEF COMPLIANCE OFFICER	3172920
KROPP, STEPHEN DALE	ELECTED MANAGER	7337607
PATRICK, MICHAEL ALAN	ELECTED MANAGER	6482087
SARACINI, TIMOTHY RICE	ELECTED MANAGER	1303842

Regulatory assets under management

Total Number of Accounts	4,082
AUM (Assets Under Management)	$ 346,070,238

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.

Similar Advisors

Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

IAR

DANVILLE, CA

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

Caleb Barr

MARINER WEALTH

IAR

Palm Beach Gardens, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey S. Vineyard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Stuart Vineyard's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Stuart Vineyard's CRS (Customer Relationship Summary).

Certified licenses

Experience

COPPER FINANCIAL

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

EDWARD JONES

Primary Firm SEC Registration

COPPER FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2009

Series 63

Date: 8/12/2005

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2005

FINRA

Current Firm

COPPER FINANCIAL

Contact information

SEC notice filing (29 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

COPPER FINANCIAL

TRUST BUT VERIFY

Similar Advisors