JM
Jeff R. Mccracken
EFS ADVISORS
WEST FARGO, ND
Some features on this profile are disabled
CRD#: 5502967
JM
Professional summary
Jeff R Mccracken is a registered financial advisor currently at EFS ADVISORS located in West Fargo, North Dakota and ADVANCED ADVISOR GROUP, LLC located in West Fargo , North Dakota.
Jeff is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jeff has worked at 2 firms and has passed the Series 65, Series 63, SIE 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.
1) JMC INC. 110 36TH AVE PL EAST, W FAROG, ND 58078 OCT 1992 - PRESENT, 20-25 HRS PER MONTH RESIDENTIAL CONTRUSTRUCTION COMPANY. HOUSING CONSRUCTION AND LIGHT COMMERCIAL BUILDING. PRESIDENT 2) WEST FARGO PARK BOARD MEMBER 6/1/10-PRESENT 3) 5 Star Creations LLC Non Inv Fargo ND woodworking, crafts, party even props Owner/President 04/2022 30-40 hrs/mo 0 Inv Owner operator of woodworking company, makes wood craft products and rent party/event back drops and marquee letters - items generally for sale and some for rent
CRS (Client Relationship Summary) - RIA
Click below to view Jeff R Mccracken'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®
NoneExperience
Current
October 13, 2009 - Present
EFS ADVISORS
RIA
CRD#: 115211
WEST FARGO, ND
Current
June 4, 2008 - Present
ADVANCED ADVISOR GROUP, LLC
RIA
BD
CRD#: 140393
West Fargo , ND
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".
EA
EFS ADVISORS
EDUCATOR'S FINANCIAL SERVICES, INC. | EFS ADVISORS LLC | EFS ADVISORS
CRD#: 115211 / SEC#: 801-62857
RIA
Registered Investment Advisory firm - (3/11/2004 Approved)Iowa
Registered Investment Advisory firm - (6/29/2004 Terminated)North Dakota
Registered Investment Advisory firm - (7/26/2004 Terminated)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
IAR
Colorado(3/6/2024)
RR
Minnesota(7/2/2008)
IAR
Minnesota(12/3/2013)
RR
North Dakota(7/2/2008)
IAR
North Dakota(10/13/2009)
IAR
Texas(3/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EA
EFS ADVISORS
EDUCATOR'S FINANCIAL SERVICES, INC. | EFS ADVISORS LLC | EFS ADVISORS
CRD#: 115211 / SEC#: 801-62857
RIA
Registered Investment Advisory firm - (3/11/2004 Approved)Iowa
Registered Investment Advisory firm - (6/29/2004 Terminated)North Dakota
Registered Investment Advisory firm - (7/26/2004 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1995 East Rum River Drive S, Cambridge, MN 55008
Mailing Address
Phone number
(763) 689-9023
Established
Firm type
Fiscal year end
# of Employees
59
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 29,714 |
| AUM (Assets Under Management) | $ 2,271,853,092 |
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.
