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Jeffrey Russell Coyner

VIA IV INVESTMENTS, LLC·BURR RIDGE, Illinois
Series 3, Series 7, Series 24, Series 63, Series 65Clean record13 years registeredVIA IV INVESTMENTS, LLC
1333 BURR RIDGE PARKWAY, BURR RIDGE, IL 60527CRD# 1989908Firm CRD# 121992

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Russell Coyner · BURR RIDGE, IL
Registration
CRD #1989908 · VIA IV INVESTMENTS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

VIA IV INVESTMENTS, LLC
May 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · May 8, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VIA IV INVESTMENTS, LLC
CRD 121992 · SEC 801-120335
AUM
$191M
Regulatory assets under management
Employees
4
557 client accounts
Services offered by VIA IV INVESTMENTS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at VIA IV INVESTMENTS, LLC →
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Frequently Asked Questions

What services does Jeffrey Russell Coyner offer?
Jeffrey Russell Coyner specializes in Investment Management. Contact their office in BURR RIDGE, Illinois for a consultation.
What are Jeffrey Russell Coyner's credentials?
Jeffrey Russell Coyner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Russell Coyner located?
Jeffrey Russell Coyner is based in BURR RIDGE, Illinois, working with VIA IV INVESTMENTS, LLC. Their office serves clients in the BURR RIDGE metropolitan area and surrounding communities.
How does Jeffrey Russell Coyner charge for services?
Jeffrey Russell Coyner's firm is compensated through percentage of aum, performance-based fees, other: direct billing to the custodian of client assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIA IV INVESTMENTS, LLC?
VIA IV INVESTMENTS, LLC has approximately 4 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey Jacob Holland
BURR RIDGE, IL

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