James B. Crew

NIRVANA ANALYTICS

Pepper Pike, OH 44124

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CRD#: 1685632

Professional summary

James Burner Crew, who also goes by James Burner Crew, is a registered financial advisor currently at NIRVANA ANALYTICS, LLC located in Pepper Pike, Ohio.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. James has worked at 8 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Burner Crew

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Burner Crew's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 22, 2010 - Present

NIRVANA ANALYTICS, LLC

Office #1: 30050 Chagrin Blvd Suite 330, Pepper Pike, OH 44124

RIA

CRD#: 148341

Pepper Pike, OH

Past

January 11, 2023 - October 24, 2023

PARADIGM INSTITUTIONAL INVESTMENTS LLC

RIA

CRD#: 304464

PEPPER PIKE, OH

Past

May 31, 2022 - December 31, 2022

PARADIGM INSTITUTIONAL INVESTMENTS LLC

RIA

CRD#: 304464

PEPPER PIKE, OH

Past

September 15, 1993 - March 1, 2004

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

February 25, 1992 - August 20, 1993

TEMPO SECURITIES CORPORATION

CRD#: 18175

CLEVELAND, OH

Past

September 4, 1990 - December 4, 1991

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

January 25, 1990 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

CRD#: 7656

Past

February 15, 1988 - January 24, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

July 31, 1987 - February 15, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(12/22/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/22/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/24/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 7/22/1987

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/20/1987

General Securities Representative Examination

Current Firm

NIRVANA ANALYTICS, LLC

CRD#: 148341 / SEC#:

Michigan

Registered Investment Advisory firm - (11/16/2016 Terminated)

Ohio

Registered Investment Advisory firm - (4/28/2009 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

30050 Chagrin Blvd Suite 330, Pepper Pike, OH 44124

Mailing Address

Phone number

(216) 245-6230

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 13,262,772

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

James B. Crew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Burner Crew's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARADIGM INSTITUTIONAL INVESTMENTS LLC

PARADIGM INSTITUTIONAL INVESTMENTS LLC

KEYBANC CAPITAL MARKETS INC.

TEMPO SECURITIES CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

PRESCOTT, BALL & TURBEN, INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2010

Series 63

Date: 7/24/1987

Series 3

Date: 7/22/1987

Series 7

Date: 6/20/1987

Current Firm

NIRVANA ANALYTICS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NIRVANA ANALYTICS, LLC

TRUST BUT VERIFY

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