Jeffrey Coyner has held the title Member at VIA IV Investments since January 2016, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Coyner holds an MBA from Kellogg Graduate School of Management.
Via IV Investments, LLC is a Burr Ridge, IL firm with $222M under management, 532 clients and 4 advisers in one office, as of its March 2026 filing.
Jeff Coyner is a founder of VIA IV Investments, which he founded with Jeff Holland. His background includes work as a Proprietary U.S. Govt. Bond Trader and as a Portfolio Manager in the General Motors Treasurer's Office.
- Via IV Investments, LLCCurrent– present · 13 yearsBurr Ridge, IL · Adviser representative · Firm CRD 121992
Professional designations
Listed by VIA IV Investments
- CFA
Investment adviser representative registrations
Jeffrey Coyner is registered as an investment adviser representative in Illinois, since May 2013.
- IllinoisSince 8 May 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 2013 |
| Series 24 | General Securities Principal Examination | 25 May 2000 |
| Series 3 | National Commodity Futures Examination | 18 November 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 1990 |
| Series 7 | General Securities Representative Examination | 16 September 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Russell Coyner
- CRD
- 1989908
- Firm
- VIA IV Investments · CRD 121992
- Role
- Member
- Office
- Burr Ridge, IL
- Registration
- Investment adviser registration
- In the industry since
- May 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- viaiv.com
Where does Jeffrey Coyner work?
Jeffrey Coyner has held the title Member at Via IV Investments, LLC since January 2016, and is a control person of the firm.
Is Jeffrey Coyner a financial advisor?
Yes. Jeffrey Coyner has a current investment-adviser registration in Illinois, through VIA IV Investments since May 2013.
How many years of experience does Jeffrey Coyner have?
Jeffrey Coyner has 13 years in the financial industry, since May 2013, across 1 adviser firm.
What exams has Jeffrey Coyner passed?
Jeffrey Coyner has passed 5 licensing exams: the Series 7, Series 63, Series 3, Series 24 and Series 65. The earliest, the Series 7, was passed in September 1989.
Where is Jeffrey Coyner based?
Jeffrey Coyner’s registered office is in Burr Ridge, IL.
Is Jeffrey Coyner registered with FINRA?
No. Jeffrey Coyner has no current broker registration.
Is Jeffrey Coyner a CFA charterholder?
VIA IV Investments lists Jeffrey Coyner with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: JEFF COYNER biography, viaiv.com
How can I verify Jeffrey Coyner’s record?
Search CRD 1989908 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Coyner’s full registration record.
