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JV

Jeffrey M. Venables

VENABLES FINANCIAL SOLUTIONS
ROCK HILL, SC
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CRD#: 7954141
JV

Professional summary

Jeffrey M Venables is a registered financial advisor currently at VENABLES FINANCIAL SOLUTIONS located in Rock Hill, South Carolina.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Jeffrey Venables is currently employed as a teacher at Rock Hill Schools (Northwestern High School), located at 2503 West Main Street, Rock Hill, SC 29732. This activity is not investment-related. Mr. Venables started this position in 08/1995 and devotes approximately 160 hours per month, 130 hours during during securities trading hours to this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey M Venables'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®
None

Experience

Current

October 7, 2024 - Present

VENABLES FINANCIAL SOLUTIONS

RIA
CRD#: 332371
ROCK HILL, SC

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
South Carolina
(10/7/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/27/2024
Uniform Investment Adviser Law Examination

Current Firm

VF
VENABLES FINANCIAL SOLUTIONS
VENABLES FINANCIAL SOLUTIONS | VENABLES FINANCIAL SOLUTIONS, LLC

CRD#: 332371 / SEC#:

South Carolina
Registered Investment Advisory firm - (10/7/2024 Approved)
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Contact information

Main Address
Rock Hill, SC
Mailing Address
Phone number
(803) 981-3469
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 126,268

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

VENABLES FINANCIAL SOLUTIONS

CRD#: 332371Rock Hill, SC

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