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JV

Jeffrey M. Venables

VENABLES FINANCIAL SOLUTIONS
ROCK HILL, SC
Some features on this profile are disabled
CRD#: 7954141
JV
Jeffrey M VenablesVENABLES FINANCIAL SOLUTIONS

Professional summary

Jeffrey M Venables is a registered financial advisor currently at VENABLES FINANCIAL SOLUTIONS located in Rock Hill, South Carolina and GARRITT FINANCIAL SOLUTIONS LLC 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 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 the Founder and CCO of Venables Financial Solutions, LLC. A South Carolina Based RIA. This activity amounts to less then 10 percent of his time on a monthly basis outside of trading hours.

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
Current

August 17, 2026 - Present

GARRITT FINANCIAL SOLUTIONS LLC

RIA
CRD#: 307059
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
Maryland
(8/17/2026)
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

GF
GARRITT FINANCIAL SOLUTIONS LLC
GARRITT FINANCIAL SOLUTIONS LLC

CRD#: 307059 / SEC#:

California
Registered Investment Advisory firm - (2/22/2023 Approved)
Louisiana
Registered Investment Advisory firm - (1/30/2023 Approved)
Maryland
Registered Investment Advisory firm - (2/21/2020 Approved)
New York
Registered Investment Advisory firm - (8/24/2020 Approved)
Virginia
Registered Investment Advisory firm - (3/10/2021 Approved)
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Contact information

Main Address
Baltimore, MD
Mailing Address
Phone number
(410) 929-5188
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts477
AUM (Assets Under Management)$ 15,683,000

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

GARRITT FINANCIAL SOLUTIONS LLC

CRD#: 307059Rock Hill, SC

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