Claim Profile
Unclaimed Profile
JM

Jeffrey Michael Manning

VERGER CAPITAL MANAGEMENT LLC·WINSTON-SALEM, North Carolina
Clean recordVERGER CAPITAL MANAGEMENT LLC
751 W. FOURTH ST., WINSTON-SALEM, NC 27101CRD# 7121252Firm CRD# 170125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Manning · WINSTON-SALEM, NC
Registration
CRD #7121252 · VERGER CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Michael Manning is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with VERGER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
VERGER CAPITAL MANAGEMENT LLC
VERGER CAPITAL MANAGEMENT
AUM
$2.7B
Regulatory assets under management
Employees
16
Total firm employees
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7121252
Firm CRD# 170125
View on FINRA BrokerCheck →

Looking for a financial advisor in WINSTON-SALEM?

Browse all registered financial advisors in WINSTON-SALEM, North Carolina or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Jeffrey Michael Manning offer?
Jeffrey Michael Manning specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are Jeffrey Michael Manning's credentials?
Jeffrey Michael Manning is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Manning located?
Jeffrey Michael Manning is based in WINSTON-SALEM, North Carolina, working with VERGER CAPITAL MANAGEMENT LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.
How does Jeffrey Michael Manning charge for services?
Jeffrey Michael Manning's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERGER CAPITAL MANAGEMENT LLC?
VERGER CAPITAL MANAGEMENT LLC has approximately 16 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →