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Jeffrey Lind Cherry

Slagle Financial, LLC

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About Jeffrey Lind Cherry

Jeffrey Cherry is a financial advisor in Fort Walton Beach, FL. Jeffrey is registered to provide investment advice in Florida. Jeffrey is affiliated with Slagle Financial, LLC, a registered investment advisor firm. Jeffrey has been a financial professional since 1998 and has experience in the financial services industry for over 20 years.

Firm Information

Jeffrey Cherry is currently registered with Slagle Financial, LLC. Slagle Financial, LLC is an investment advisor headquartered in Edwardsville, IL. The firm provides financial planning and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Slagle Financial, LLC manages approximately $267,967,864 in regulatory assets under management.
Slagle Financial, LLC

419 ST. LOUIS STREET

EDWARDSVILLE, IL 62025

$267.97M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Cherry’s Registration & Firm History

FL

09/28/2022 - Present

Slagle Financial, LLC (Fort Walton Beach FL)

VA

07/10/1998 - 06/02/1999

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

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Licenses & Designations

IA

Issued 11/17/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Lind Cherry.
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