Jeffery J. Crandall

ELEGACY FINANCIAL

Hayden, ID 83835

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CRD#: 7396284

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.

(1) Crandall & Associates P.C.; not investment-related; Hayden, Idaho; law firm; President; 02/1995; related to Crandall Law Group as a member holding 70% interest; time devoted to business 0 - 5 hours per month time (no hours during trading hours); manage limited activities of company. (2) O.C. Properties, LLC.; not investment-related; Hayden, Idaho; real estate holding company; Member/Manager; 03/2007; time devoted to business 0 - 5 hours per month time (no hours during trading hours); manage commercial office building. (3) eLegacylaw, PLLC.; not investment-related; Hayden, Idaho; law firm; Member/Manager; 04/2020; affiliated with Crandall Law Group; time devoted to business 20 - 30 hours per month time (15 - 20 hours during trading hours); managing partner of firm providing law services.

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)

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 65

Date: 4/2/2021

Uniform Investment Adviser Law Examination

Current Firm

ELEGACY FINANCIAL, LLC

CRD#: 317268 / SEC#:

Idaho

Registered Investment Advisory firm - (1/24/2022 Approved)

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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

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffery J. Crandall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery John Crandall's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEGACY FINANCIAL, LLC

CAVU WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2021

Current Firm

ELEGACY FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

ELEGACY FINANCIAL, LLC

TRUST BUT VERIFY

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