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James Edward Crandall

James E. Crandall

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CRD#: 6937796
James Edward Crandall
James Edward Crandall

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Edward Crandall, CFP®, who also goes by James Crandall, Jake Crandall, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 2018. James had worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7TO exams.

Aliases

James Crandall | Jake Crandall

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.
Foster Financial Group; same as branch; inv rel; wealth management; Advisor; start date=10/2020; hrs/mo=180; trading hrs/mo=180; wealth management * Canvas Financial; 847 Sansome St Fl 4, San Francisco CA 94111; inv rel; wealth management; Advisor; start date=10/2020; hrs/mo=180; trading hrs/mo=180; wealth management * Licensed as an Independent Insurance Agent to sell fixed insurance products * CPA/Tax Preparer; non inv rel; same as branch; Consulting services; Tax Preparer; start date=06/2023; hrs/mo=10; trading hrs/mo=0; Offer consulting services to small business

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2020

Experience

Past

December 18, 2024 - August 6, 2026

MOISAND FITZGERALD TAMAYO, LLC

RIA
CRD#: 109419
PLANO, TX
Past

November 1, 2021 - November 6, 2024

AMERITAS ADVISORY SERVICES, LLC

RIA
CRD#: 317245
DALLAS, TX
Past

December 14, 2020 - November 6, 2024

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
DALLAS, TX
Past

December 2, 2020 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
DALLAS, TX
Past

June 21, 2018 - October 27, 2020

CAHABA WEALTH MANAGEMENT, INC.

RIA
CRD#: 151675
NASHVILLE, TN

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".
MOISAND FITZGERALD TAMAYO, LLC
MOISAND FITZGERALD TAMAYO, LLC
MOISAND FITZGERALD TAMAYO, LLC | SPRAKER, FITZGERALD, TAMAYO & MOISAND, LLC | SPRAKER FITZGERALD & TAMAYO LLC

CRD#: 109419 / SEC#: 801-55992

RIA
Registered Investment Advisory firm - (10/27/1998 Approved)

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

State Security Law Exam
RR
Series 63
Date: 12/30/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/20/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/14/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/10/2020
General Securities Representative Examination

Current Firm

MOISAND FITZGERALD TAMAYO, LLC
MOISAND FITZGERALD TAMAYO, LLC
MOISAND FITZGERALD TAMAYO, LLC | SPRAKER, FITZGERALD, TAMAYO & MOISAND, LLC | SPRAKER FITZGERALD & TAMAYO LLC

CRD#: 109419 / SEC#: 801-55992

RIA
Registered Investment Advisory firm - (10/27/1998 Approved)
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Contact information

Main Address
300 South Orange Avenue Suite 1170, Orlando, FL 32801
Mailing Address
Phone number
(407) 869-6228
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE AND ADV PART 2B BROCHURE SUPPLEMENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts3,571
AUM (Assets Under Management)$ 1,150,568,195

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.

Company Information

MOISAND FITZGERALD TAMAYO, LLC

MOISAND FITZGERALD TAMAYO, LLC

CRD#: 109419

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