Jeffrey B. Emminger
GREENWAY WEALTH ADVISORS
Charlotte, NC 28203
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CRD#: 6585694
Professional summary
Jeffrey Brandon Emminger, CFP®, who also goes by Jeffrey Emminger, Jeff Emminger, is a registered financial advisor currently at GREENWAY WEALTH ADVISORS, LLC located in Charlotte, North Carolina.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeffrey has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
Jeff joined Greenway Wealth in November 2018 as Director of Financial Planning. Jeff was drawn to personal finance as a vehicle to empower people, and he enjoys helping lift the weight of financial burden so clients can pursue what’s most meaningful to them.
He began his journey in finance at Vanguard in 2015 where he learned the foundations of investing principles and walked alongside clients as they worked towards their goals. Jeff’s move to Greenway allows him to work more comprehensively with clients to give them the best chance for success.
Jeff grew up in Kannapolis, North Carolina and has called the state home most of his life. He graduated from North Carolina State University with a B.S. in Business Administration and completed his Certificate in Financial Planning from NYU. In 2018, Jeff received his CFP® certification.
Jeff and his wife Grace were married in 2016 in the North Carolina mountains, one of their favorite places in the world. They have a son named Forrest who was born in 2018. They recently moved back from Arizona to Davidson, NC and love to spend time outdoors.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Employee and Employer Plan Ben...
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Emminger | Jeff Emminger
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Brandon Emminger'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®
CFP®
Start date: 2018
Experience
Current
November 27, 2018 - Present
GREENWAY WEALTH ADVISORS, LLC
Office #1: 1920 Abbott St. Ste. 300, Charlotte, NC 28203RIA
CRD#: 290727
Charlotte, NC
Past
December 22, 2015 - November 6, 2018
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
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".
GREENWAY WEALTH ADVISORS, LLC
GREENWAY WEALTH ADVISORS, LLC
CRD#: 290727 / SEC#: 801-127953
RIA
Registered Investment Advisory firm - (5/11/2023 Approved)North Carolina
Registered Investment Advisory firm - (6/1/2023 Terminated)Texas
Registered Investment Advisory firm - (5/12/2023 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
North Carolina(11/27/2018)
IAR
Texas(11/27/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GREENWAY WEALTH ADVISORS, LLC
GREENWAY WEALTH ADVISORS, LLC
CRD#: 290727 / SEC#: 801-127953
RIA
Registered Investment Advisory firm - (5/11/2023 Approved)North Carolina
Registered Investment Advisory firm - (6/1/2023 Terminated)Texas
Registered Investment Advisory firm - (5/12/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1920 Abbott St. Ste. 300, Charlotte, NC 28203
Mailing Address
Phone number
(704) 981-1228
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 883 |
| AUM (Assets Under Management) | $ 139,812,314 |
Red Flags
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