Jim D. Crider

INTENTIONAL LIVING FP

New Braunfelss, TX 78130

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CRD#: 6703362

Professional summary

Jim Douglas Crider, CFP®, who also goes by Jim Crider, is a registered financial advisor currently at INTENTIONAL LIVING FP located in New Braunfelss, Texas.

Jim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jim has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I live in the once-small town of New Braunfels, Texas with my wife, Kendra, and our three sons, Atticus, Asher, and Arlo. When I’m not engaged in a conversation about life and money, I can be found playing dinosaurs or at the park with our kids, playing board games, or in the mountains on an adventure.

Question & Answer

What are your service offerings?

Education Planning

Tax Planning

Debt Management

Budgeting

Investment Planning

Retirement Income Management

Socially Responsible Investing

Business Succession Planning

Small Business Planning

Comprehensive Financial Planni...

Social Security Planning

Inheritance

Retirement Planning

Employee and Employer Plan Ben...

Insurance Planning

Estate Planning

Health Care

Life Transitions

Do you have an area of expertise or specialization?

AUM

Business Owners

College/Education Planning

Entrepreneurs

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

Are you a "fiduciary"?

Yes

Aliases

Jim Crider

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.

Jim Crider is currently employed as Owner and Consultant with Intentional Leaders Society LLC. This activity accounts for approximately 5% of their time annually, and is not investment related. Start date: 01/2023 Jim Crider is currently employed as Co-Founder and Money Coach with Intentional Money LLC. This activity accounts for approximately 10% of their time annually, and is not investment related. Start date:

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jim Douglas Crider'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^®

Certified Financial Planner

Start date: 2019

Experience

Current

February 25, 2021 - Present

INTENTIONAL LIVING FP

Office #1: 123 N Seguin Ave. Ste 202, New Braunfelss, TX, 78130

RIA

CRD#: 312500

New Braunfelss, TX

Past

November 16, 2019 - January 11, 2021

PAX FINANCIAL GROUP

RIA

CRD#: 284164

SAN ANTONIO, TX

Past

July 13, 2018 - November 8, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

September 26, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

November 7, 2016 - November 7, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

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
(2/25/2021)

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

IAR

Series 66

Date: 12/16/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/7/2016

General Securities Representative Examination

Current Firm

INTENTIONAL LIVING FP

INTENTIONAL LIVING FP | INTENTIONAL LIVING FP LLC

CRD#: 312500 / SEC#:

Texas

Registered Investment Advisory firm - (2/25/2021 Approved)

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Contact information

Main Address

123 N Seguin Ave. Ste 202, New Braunfelss, TX, 78130

Mailing Address

Phone number

(830) 624-5311

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 33,126,724

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.

Contact information

(xxx) xxx-xxxx

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Jim D. Crider

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jim Douglas Crider's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTENTIONAL LIVING FP

PAX FINANCIAL GROUP

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2016

SIE

Date: 10/1/2018

Series 7

Date: 11/7/2016

Current Firm

INTENTIONAL LIVING FP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTENTIONAL LIVING FP

TRUST BUT VERIFY

Contact information

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