Jeffrey Craig
Professional summary
Jeffrey Craig is a registered financial professional currently at CLARENDON INSURANCE AGENCY, INC. located in Zionsville, Indiana.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 4 firms and has passed the Series 99TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Craig's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2026 - Present
CLARENDON INSURANCE AGENCY, INC.
Office #1: 10555 Group 1001 Way, Zionsville, IN 46077April 26, 2023 - August 29, 2025
LINCOLN FINANCIAL DISTRIBUTORS, INC.
January 19, 2022 - March 31, 2023
EQUITABLE DISTRIBUTORS, LLC
October 13, 2008 - March 30, 2023
EQUITABLE ADVISORS, LLC
October 25, 2005 - September 17, 2008
EQUITABLE DISTRIBUTORS, LLC
October 9, 2000 - October 28, 2005
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
CLARENDON INSURANCE AGENCY, INC.
CRD#: 7395 / SEC#: , 8-21590
Contact information
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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