Jeff M. Doan
CRAFT WEALTH SERVICES
Herndon, VA
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CRD#: 5900093
Professional summary
Jeff Michael Doan, CFP®, who also goes by Jeff M Doan, is a registered financial advisor currently at CRAFT WEALTH SERVICES located in Herndon, Virginia.
Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeff has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff M Doan
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.
Jeff Michael Doan is an insurance agent since May 2011. Mr. Doan currently spends less than 1% of his time devoted to insurance services. Mr. has written a book ("The One Percent - Financial Independence) which is sold on Amazon. Mr. Doan will receive ongoing compensation for book sales.
CRS (Client Relationship Summary) - RIA
Click below to view Jeff Michael Doan'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®
CFP®
Start date: 2018
Experience
Current
April 30, 2018 - Present
CRAFT WEALTH SERVICES
RIA
CRD#: 289557
Herndon, VA
Past
January 29, 2015 - April 24, 2018
CAPITAL ONE ADVISORS, LLC
RIA
CRD#: 136865
WASHINGTON, DC
Past
January 26, 2015 - April 24, 2018
CAPITAL ONE INVESTING, LLC
BD
CRD#: 45744
McLean, VA
Past
December 19, 2014 - January 30, 2015
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
WASHINGTON, DC
Past
October 22, 2013 - November 4, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ARLINGTON, VA
Past
September 17, 2013 - November 4, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ARLINGTON, VA
Past
July 13, 2011 - August 27, 2013
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
TYSONS CORNER, VA
Past
May 2, 2011 - August 27, 2013
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
TYSONS CORNER, VA
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".
CW
CRAFT WEALTH SERVICES
CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC
CRD#: 289557 / SEC#: 801-131218
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)Arizona
Registered Investment Advisory firm - (10/3/2024 Terminated)California
Registered Investment Advisory firm - (11/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/4/2024 Terminated)Connecticut
Registered Investment Advisory firm - (10/15/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (10/3/2024 Terminated)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2024 Terminated)Maryland
Registered Investment Advisory firm - (10/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/10/2024 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/15/2024 Terminated)West Virginia
Registered Investment Advisory firm - (10/3/2024 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.Highlighted states indicate IAR registrations
IAR
Virginia(4/30/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CRAFT WEALTH SERVICES
CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC
CRD#: 289557 / SEC#: 801-131218
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)Arizona
Registered Investment Advisory firm - (10/3/2024 Terminated)California
Registered Investment Advisory firm - (11/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/4/2024 Terminated)Connecticut
Registered Investment Advisory firm - (10/15/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (10/3/2024 Terminated)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2024 Terminated)Maryland
Registered Investment Advisory firm - (10/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/10/2024 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/15/2024 Terminated)West Virginia
Registered Investment Advisory firm - (10/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
615 Channelside Drive 207, Tampa, FL 33602
Mailing Address
Phone number
(813) 394-0984
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (16 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 746 |
| AUM (Assets Under Management) | $ 91,966,719 |
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.
