Jeffrey
Vineyard

Communityamerica Financial Solutions, LLC

CRD#4974791
Investment Advisor
in Kansas City, MO
Are you Jeffrey Vineyard? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Vineyard is a financial advisor based out of Kansas City, Missouri, with 13 years of experience as a financial advisor. Vineyard is an employee of Communityamerica Financial Solutions, LLC. Their career trajectory has included roles at Edward Jones, Wells Fargo Advisors LLC and Communityamerica Financial Solutions, LLC. Vineyard maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Kansas. Communityamerica Financial Solutions, LLC is a financial advisory business operating out of Kansas City, Missouri. It has offices in 15 locations and a total of 28 advisors. It handles $184 million in assets under management across its 1,316 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Communityamerica Financial Solutions, LLC performs a number of services, including financial planning services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely are based on which service is offered. However, fee types charged by Communityamerica Financial Solutions, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

8640 N. Green Hills Road, Suite 41
Kansas City, MO 64154

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Communityamerica Financial Solutions, LLC Brokerage Details

Total Assets Under Management

$184,000,000

MO Average: $2,243,162,756
Total Number of Employees

28

MO Average: 44
Total Number of Accounts

1,316

MO Average: 4,091
Average Account Size

$139,818

MO Average: $548,316

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jeffrey Vineyard Work History

Jeffrey has 13 years of experience.

2014 - Present (5 years)

Communityamerica Financial Solutions, LLC

2009 - 2014 (5 years)

Wells Fargo Advisors LLC

2005 - 2009 (4 years)

Edward Jones

Disclosures

Jeffrey Vineyard has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started