Jeffrey L. Crum
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
ELMHURST, IL
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CRD#: 2072761
Professional summary
Jeffrey L Crum, CFP®, CIMA®, who also goes by Jeffrey Lee Crum, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Elmhurst, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Schaumburg, Illinois.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.
Biography
I have been in the financial services industry for 31 years. I knew early on that I wanted to be with an organization that focuses on the process of planning at the beginning of the relationship. Every situation is unique and being able to partner with my clients to focus on what is really important to them and their family. I take great pride in addressing a game plan with families and have a true passion for the process.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Lee Crum
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.
OAA#: 47005 | Org Name:Elmhurst Childrens Assistance Foundation | Org Addr:Elmhurst, IL, US | Nature of Bus:This is a non-profit 501(c)3 charity. | Invst Rel:N | Title:Director | Duties:I attend monthly board meetings and am a co-chair of our yearly golf outing. | Start Dt:09/01/2008 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey L Crum'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®
Education
Indiana University
Bachelor of Economics - Economics
1990
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835RIA
CRD#: 104555
ELMHURST, IL
Current
February 4, 1994 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835BD
CRD#: 7784
SCHAUMBURG, IL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ELMHURST, IL
Past
August 17, 1998 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SCHAUMBURG, IL
Past
November 20, 1990 - January 24, 1994
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/9/1999)
RR
Arkansas(11/17/2017)
RR
California(11/17/2008)
RR
Colorado(9/10/2003)
RR
Florida(2/5/1994)
RR
Georgia(9/8/2017)
RR
Illinois(2/4/1994)
IAR
Illinois(3/31/2025)
RR
Indiana(2/4/1994)
RR
Iowa(2/8/1994)
RR
Louisiana(3/4/2022)
RR
Maryland(11/17/2017)
RR
Massachusetts(2/19/2010)
RR
Michigan(1/8/2001)
RR
Minnesota(12/2/2008)
RR
Missouri(11/17/2017)
RR
Nevada(4/26/2012)
RR
New York(11/7/2022)
RR
North Carolina(8/9/2011)
RR
Ohio(2/20/2001)
RR
Pennsylvania(6/18/2007)
RR
South Carolina(4/9/2021)
RR
Tennessee(7/5/2011)
RR
Texas(4/5/2006)
IAR
Texas(3/31/2025)
RR
Virginia(3/6/2001)
RR
Washington(11/17/2017)
RR
Wisconsin(9/9/1997)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/20/1997
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Elmhurst, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
