Jeffrey G. Mussatt

CROSSGRAIN FAMILY INVESTMENTS

Henrico, VA

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CRD#: 4341690

Professional summary

Jeffrey Gerald Mussatt, CFP® is a registered financial advisor currently at CROSSGRAIN FAMILY INVESTMENTS, LLC located in Henrico, Virginia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeffrey has worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Jeffrey Mussatt is currently a Managing Member of E9 Ventures, LLC. This activity accounts for approximately 0% of his time. Jeffrey Mussatt is currently the Managing Member of SRA Investco LLC. This activity accounts for approximately 1% of his time. Jeffrey Mussatt is currently the Managing Member of Around the Green, LLC. This activity accounts for approximately 1% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Gerald Mussatt's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

February 3, 2022 - Present

CROSSGRAIN FAMILY INVESTMENTS, LLC

RIA

CRD#: 318373

Henrico, VA

Past

January 22, 2018 - February 10, 2022

KIMBLE ADVISORY, LLC

RIA

CRD#: 290903

RICHMOND, VA

Past

July 12, 2010 - September 26, 2017

AGILI, P.C.

RIA

CRD#: 107664

RICHMOND, VA

Past

May 24, 2007 - August 19, 2008

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

RICHMOND, VA

Past

May 16, 2007 - August 19, 2008

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

RICHMOND, VA

Past

December 9, 2004 - May 24, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

February 5, 2001 - August 18, 2004

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

CHICAGO, IL

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".

CROSSGRAIN FAMILY INVESTMENTS, LLC

CRD#: 318373 / SEC#: 801-123143

RIA

Registered Investment Advisory firm - (2/3/2022 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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/2/2024)

IAR

Virginia
(2/3/2022)

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

Series 63

Date: 2/20/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/19/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/2/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CROSSGRAIN FAMILY INVESTMENTS, LLC

CRD#: 318373 / SEC#: 801-123143

RIA

Registered Investment Advisory firm - (2/3/2022 Approved)

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Contact information

Main Address

Henrico, VA

Mailing Address

Phone number

(804) 217-2561

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/21/2025)

Regulatory assets under management

Total Number of Accounts	203
AUM (Assets Under Management)	$ 164,766,074

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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Firm Stability Insights

Jeffrey G. Mussatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Gerald Mussatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

KIMBLE ADVISORY, LLC

AGILI, P.C.

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

LPL FINANCIAL LLC

NORTHERN TRUST SECURITIES, INC.

Primary Firm SEC Registration

CROSSGRAIN FAMILY INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/20/2001

Series 7

Date: 5/19/2004

Series 6

Date: 2/2/2001

Current Firm

CROSSGRAIN FAMILY INVESTMENTS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CROSSGRAIN FAMILY INVESTMENTS, LLC

TRUST BUT VERIFY

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