Communityamerica Financial Solutions, LLC

Investment Advisor
in Kansas City, MO
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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



Office Location

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

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Communityamerica Financial Solutions, LLC Brokerage Details

Total Assets Under Management


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


MO Average: 44
Total Number of Accounts


MO Average: 4,091
Average Account Size


MO Average: $548,316

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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


Jeffrey Vineyard has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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