Jeffrey Cherry has been an investment adviser representative at Slagle Financial since September 2022, and is not listed among the firm’s executive officers or direct owners. Jeffrey Cherry studied at Purdue University.
Slagle Financial, LLC. is an Edwardsville, IL firm with $412M under management, 1,510 clients and 7 advisers across 10 offices, as of its August 2026 filing.
Jeff Cherry is Financial Advisor of Slagle Financial. He founded Cherry Wealth Advisors in 1998, which Slagle Financial acquired in 2022, and has hosted a retirement planning radio show in Florida, "The Financial Symphony."
Jeffrey Cherry’s longest registration was 6 years at Cherry Wealth Advisors (2016–2022). Before joining Slagle Financial in 2022, Jeffrey Cherry was registered through Cherry Wealth Advisors and Global Financial Private Capital, LLC.
- Slagle Financial, LLC.Current– present · 4 yearsFort Walton Beach, FL · Adviser representative · Firm CRD 149976
- Cherry Wealth Advisors– · 6 yearsFort Walton Beach, FL · Adviser representative · Firm CRD 281081
- Global Financial Private Capital, LLC– · 5 yearsFT Walton Beach, FL · Adviser representative · Firm CRD 132070
Investment adviser representative registrations
Jeffrey Cherry is registered as an investment adviser representative in Florida, since September 2022.
- FloridaSince 28 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 July 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Lind Cherry
- CRD
- 3043283
- Firm
- Slagle Financial · CRD 149976
- Office
- 501 Mary Esther Cutoff NW, Suite 6, Fort Walton Beach, FL 32548
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- slaglefinancial.com
Where does Jeffrey Cherry work?
Jeffrey Cherry is an investment adviser representative registered through Slagle Financial, LLC. since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Cherry a financial advisor?
Yes. Jeffrey Cherry has a current investment-adviser registration in Florida, through Slagle Financial since September 2022.
How many years of experience does Jeffrey Cherry have?
Jeffrey Cherry has 13 years in the financial industry, since January 2013, across 3 adviser firms.
What exams has Jeffrey Cherry passed?
Jeffrey Cherry has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in July 1998.
Where did Jeffrey Cherry work before Slagle Financial?
Before Slagle Financial, Jeffrey Cherry was registered through Global Financial Private Capital, LLC, January 2013 to April 2018.
Where is Jeffrey Cherry based?
Jeffrey Cherry’s registered office is in Fort Walton Beach, FL.
Is Jeffrey Cherry registered with FINRA?
No. Jeffrey Cherry has no current broker registration.
How can I verify Jeffrey Cherry’s record?
Search CRD 3043283 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Cherry’s full registration record.
