Jeffrey A. Drayton
JEFFREY A. DRAYTON FINANCIAL GROUP
Maple Grove, MN 55369
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CRD#: 6385167
Professional summary
Jeffrey Allen Drayton, CFP® is a registered financial advisor currently at JEFFREY A. DRAYTON FINANCIAL GROUP, INC. located in Maple Grove, Minnesota.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jeffrey has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
President and founder, Jeffrey A. Drayton, began his advising career nearly a decade ago at a Fortune 500 financial services company. However, dissatisfied with the tainting influence of commissions and sales loads, and wanting a practice that was entirely focused on clients’ best interest, he began his own FEE-ONLY Registered Investment Advisory firm: The Jeffrey A. Drayton Financial Group, Inc.
Mr. Drayton is active in both the National Association of Personal Financial Advisors and the Minnesota Chapter of the Financial Planning Association. He holds the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST™ designations. Mr. Drayton works to both uphold and abide by the CFP Board’s Standards of Professional Conduct, the highest standards in the financial services industry.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Divorce Planning
Insurance Planning
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Divorce Planning
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
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.
Minnesota State University - Contract instructor for Certified Financial Planning Track Courses, Minnesota State University, Mankato
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Allen Drayton'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: 2016
Experience
Current
March 2, 2018 - Present
JEFFREY A. DRAYTON FINANCIAL GROUP, INC.
Office #1: 11670 Fountains Dr Ste 200, Maple Grove, MN 55369RIA
CRD#: 290721
Maple Grove, MN
Past
January 17, 2017 - January 24, 2018
CGN ADVISORS, LLC
RIA
CRD#: 159359
Maple Grove, MN
Past
November 6, 2014 - January 20, 2017
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Maple Grove, MN
Past
October 14, 2014 - January 20, 2017
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Maple Grove, MN
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
Minnesota(3/2/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
JEFFREY A. DRAYTON FINANCIAL GROUP, INC.
JEFFREY A. DRAYTON FINANCIAL GROUP, INC. | JEFFREY A. DRAYTON FINANCIAL PLANNING & WEALTH MANAGEMENT LLC
CRD#: 290721 / SEC#:
Minnesota
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Contact information
Main Address
11670 Fountains Dr Ste 200, Maple Grove, MN 55369
Mailing Address
Phone number
(612) 354-4430
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 101 |
| AUM (Assets Under Management) | $ 25,484,658 |
Red Flags
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