Jeffrey Lind Cherry
Investment adviser representative at Slagle Financial, LLC.
21 yearsExperience
1 stateRegistered in
$411.7MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Slagle Financial, LLC.Aug 2022 to now
- Ae Wealth ManagementSep 2019 to now
- Cherry Financial Inc. d/b/a Cherry Wealth AdvisorsJun 2012 to now
- Cherry Financial IncJun 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Slagle Financial, LLC.
$411.7MAssets managed
1,510Clients
13Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3043283
- Firm CRD
- 149976