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JC

Jeffery J. Crandall

ELEGACY FINANCIAL
Hayden, ID 83835
Some features on this profile are disabled
CRD#: 7396284
JC

Professional summary

Jeffery John Crandall, who also goes by Jeff Crandall, Jeffery John Crandall Esq., Jeffery John Crandall, Jeffrey Crandall, is a registered financial advisor currently at ELEGACY FINANCIAL, LLC located in Hayden, Idaho.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jeffery has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeff Crandall | Jeffery John Crandall Esq. | Jeffery John Crandall | Jeffrey 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery John Crandall'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®
None

Experience

Current

January 24, 2022 - Present

ELEGACY FINANCIAL, LLC

Office #1: 8596 N Wayne Drive Suite B, Hayden, ID 83835
RIA
CRD#: 317268
Hayden, ID
Past

June 22, 2021 - October 2, 2024

CAVU WEALTH MANAGEMENT

RIA
CRD#: 299089
Hayden, ID

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
Idaho
(1/24/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2021
Uniform Investment Adviser Law Examination

Current Firm

EF
ELEGACY FINANCIAL, LLC
ELEGACY FINANCIAL, LLC

CRD#: 317268 / SEC#:

Idaho
Registered Investment Advisory firm - (1/24/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
8596 N Wayne Drive Suite B, Hayden, ID 83835
Mailing Address
Phone number
(208) 719-7170
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

ELEGACY FINANCIAL, LLC

CRD#: 317268Hayden, ID 83835

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