James E. Crandall

MOISAND FITZGERALD TAMAYO

PLANO, TX 75024

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CRD#: 6937796

Professional summary

James Edward Crandall, CFP®, who also goes by James Crandall, Jake Crandall, is a registered financial advisor currently at MOISAND FITZGERALD TAMAYO, LLC located in Plano, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. James has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view James Edward Crandall's CRS (Customer Relationship Summary).

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: 2020

Experience

Current

December 18, 2024 - Present

MOISAND FITZGERALD TAMAYO, LLC

Office #1: 7250 Dallas Parkway Suite 400, Plano, TX 75024

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

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 | 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.

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
(12/18/2024)

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

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

SIE

Date: 12/14/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 12/10/2020

General Securities Representative Examination

Current Firm

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

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 Accounts	3,571
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.

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Advisor Monitoring

Firm Stability Insights

James E. Crandall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Edward Crandall's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CAHABA WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

MOISAND FITZGERALD TAMAYO, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/30/2020

Series 65

Date: 6/20/2018

SIE

Date: 12/14/2020

Series 7TO

Date: 12/10/2020

Current Firm

MOISAND FITZGERALD TAMAYO, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOISAND FITZGERALD TAMAYO, LLC

TRUST BUT VERIFY

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