Jeffrey Cheesman, financial advisor Indianapolis IN
93 score

Jeffrey Cheesman

CRD Number: 1036692
Current Firm: Capital Cities Investments

Jeffrey Cheesman (CRD# 1036692) is an Investment Advisor Representative working at Capital Cities Investments in Indianapolis, IN and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Cities Investments Indianapolis, IN Dec 2012 - Current 3
Westwood Capital Partners Dba Westwood Wines Muncie, IN Sep 2008 - Current 8
Westwood Capital Partners LLC Muncie, IN Dec 2001 - Current 14
Westwood Advisers LLC Muncie, IN May 2011 - Dec 2012 1
Paragent, LLC Muncie, IN Jul 2003 - Dec 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Jeffrey S. Cheesman
Phone Number: 317-475-4500
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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