Jeff Cheek, financial advisor Ann Arbor MI

Jeff Cheek

CRD Number: 5581028
Current Firm: Palatine Hill Wealth Management

Jeff Cheek (CRD# 5581028) is an Investment Advisor Representative working at Palatine Hill Wealth Management in Ann Arbor, MI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Palatine Hill Wealth Management, LLC Ann Arbor, MI Sep 2019 - Current 4
Advisory Services Network, LLC Atlanta, GA Mar 2017 - Sep 2019 2
Stratos Wealth Advisors Ann Arbor, MI Feb 2017 - Mar 2017 < 1
Telemus Capital LLC Ann Arbor, MI Aug 2013 - Jan 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Jeff A. Cheek
Phone Number: 734-218-0085
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $308,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IN, MI, PA, TX

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