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JL

Jeffery M. Loff

CRL ADVISORS
HONOLULU, HI 96813-6420
Some features on this profile are disabled
CRD#: 4540087
JL
Jeffery Michael LoffCRL ADVISORS

Professional summary

Jeffery Michael Loff, who also goes by Jeffrey Michael Loff, is a registered financial advisor currently at CRL ADVISORS located in Honolulu, Hawaii.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeffery has worked at 2 firms and has passed the Series 65, Series 63, Series 86, Series 87 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Jeffrey Michael Loff

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.
As it stands now I run a CPA firm, DIL LLC dba Duryea Ingraham Loff CPAs. Once CRL Advisors is approved as an RIA firm, there will be some overlap where I operate both DIL LLC (a CPA firm doing taxes and accounting) and CRL Advisors LLC. CRL Advisors is meant to absorb the tax and accounting business of DIL LLC such that DIL LLC goes away at the end of 2019. Still, though, CRL Advisors at that point will be involved in two lines of business: investment advisory and CPA firm - taxes and accounting. I should also mention that I formed a software company called Keenly Inc that provides tax practice management capability. I think I erroneously left this off prior forms. I am the 100% owner of the C-Corporation - but there is not yet any operating activity or revenue.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Michael Loff'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

April 30, 2019 - Present

CRL ADVISORS

Office #1: 1003 Bishop St Ste 2155, Honolulu, HI 96813-6420
RIA
CRD#: 300635
HONOLULU, HI
Past

August 27, 2002 - June 1, 2007

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
SAN FRANCISCO, CA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 1/15/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 9/6/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 86
Status Unavailable
Passed: 12/20/2004
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
PR
Series 87
Status Unavailable
Passed: 11/9/2004
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 8/26/2002
General Securities Representative Examination

Current Firm

CA
CRL ADVISORS
CRL ADVISORS | CRL ADVISORS LLC

CRD#: 300635 / SEC#:

Hawaii
Registered Investment Advisory firm - (4/16/2019 Approved)
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Contact information

Main Address
1003 Bishop St Ste 2155, Honolulu, HI 96813-6420
Mailing Address
Phone number
(808) 825-5001
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts34
AUM (Assets Under Management)$ 7,121,649

Red Flags

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Company Information

CRL ADVISORS

CRD#: 300635Honolulu, HI 96813-6420

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