501 Mary Esther Cutoff NW, Suite 6, Fort Walton Beach, FL, 32548
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey is the President of Cherry Financial Inc. D/B/A Cherry Wealth Advisors, which operates as both an insurance agency and investment advisor. He also owns Cherry Asset Management, which manages accounting and rental properties for Cherry Financial, dedicating minimal time to this activity.