Jeffrey Lind Cherry

Current Employers

Employment History

• 06/2005 → Present
  Cherry Financial Inc
  Ft Walton Beach, FL
• 06/2012 → Present
  Cherry Financial Inc. D/B/A Cherry Wealth Advisors
  Fort Walton Beach, FL
• 09/2019 → Present
  Ae Wealth Management
  Topeka, KS
• 08/2022 → Present
  Slagle Financial, Llc
  Fort Walton Beach, FL

Previous Registrations

• 2016-03-23 → 2022-12-31
  Cherry Wealth Advisors
  Fort Walton Beach, FL
  Panama City Beach, FL
  Panama City Beach, FL
• 2013-01-07 → 2018-04-30
  Global Financial Private Capital, Inc.
  Ft Walton Beach, FL
  Sarasota, FL

Other Businesses

Jeff Cherry is President of (and a licensed insurance agent with) Cherry Financial Inc. D/B/A Cherry Wealth Advisors, which acts as an insurance agency in addition to an investment adviser. Jeff Cherry is an investment adviser representative with another investment advisory firm, AE Wealth Management. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. Cherry Wealth Advisors always acts in the best interest of the client and clients are in no way required to use the services of any representative of Cherry Wealth Advisors in connection with such individual's activities outside of Cherry Wealth Advisors. Jeff Cherry is the owner of Cherry Asset Management. Cherry Asset Management was created to manage the accounting and rental for the properties owned by Cherry Financial. 0 hours a month during trading and outside trading hours are devoted to this business. He receives no yearly compensation for this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-17

Other Names

• Jeff Cherry