Jeffrey Lenox Criswell Sr
Professional Summary
Jeffrey Lenox Criswell SR is a registered financial advisor currently at T.R. WINSTON & COMPANY, LLC located in Bedminster, New Jersey. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2009. Jeffrey has worked at 2 firms and has passed the Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
T.R. WINSTON & COMPANY, INC. | T.R. WINSTON & COMPANY, LLC
Contact Information
Main Address
376 Main Street, Bedminster, NJ 07921-2613Mailing Address
P.o. Box 74 376 Main Street, Bedminster, NJ 07921Phone Number
(908) 234-0300Established
Delaware since 08/18/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RUNNELS, G TYLER | DIRECTOR, CHAIRMAN AND CEO | 1415264 |
| KANG, KAREN | EXECUTIVE VICE PRESIDENT AND ROSFP | 4367718 |
| CRISWELL, JEFFREY LENOX SR | VICE PRESIDENT, SECRETARY, CHIEF FINANCIAL OFFICER | 2121440 |
| DUMONT, SUSAN ELIZABETH | CCO | 2346501 |
| HEMEDES, STEPHEN NATHANIEL | MUNICIPAL PRINCIPAL AND HEAD TRADER | 6870830 |
Disclosures
Regulatory Event
5Arbitration
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Lenox Criswell SR's CRS (Customer Relationship Summary).
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