Crystal A. Jacquay

AVALON WEALTH ADVISORY

Indianapolis, IN 46256

Some features on this profile are disabled

CRD#: 7491742

Professional summary

Crystal Arlene Jacquay, who also goes by Crystal Bixler, Crystal Jacquay, is a registered financial advisor currently at AVALON WEALTH ADVISORY, INC. located in Indianapolis, Indiana.

Crystal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Crystal has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Crystal Bixler | Crystal Jacquay

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 Crystal Arlene Jacquay'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

March 30, 2022 - Present

AVALON WEALTH ADVISORY, INC.

Office #1: 9775 Crosspoint Boulevard Suite 110, Indianapolis, IN 46256

RIA

CRD#: 114311

Indianapolis, IN

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

Indiana
(3/30/2022)

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: 3/30/2022

Uniform Investment Adviser Law Examination

Current Firm

AVALON WEALTH ADVISORY, INC.

CRD#: 114311 / SEC#:

Florida

Registered Investment Advisory firm - (7/12/2022 Approved)

Illinois

Registered Investment Advisory firm - (6/21/2022 Approved)

Indiana

Registered Investment Advisory firm - (7/13/1999 Approved)

Ohio

Registered Investment Advisory firm - (10/29/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9775 Crosspoint Blvd. Suite 110, Indianapolis, IN 46256

Mailing Address

Phone number

(317) 814-4790

Established

Firm type

Fiscal year end

# of Employees

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.

Similar Advisors

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Brian Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Tammy Williams

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Crystal A. Jacquay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Arlene Jacquay's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVALON WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2022

Current Firm

AVALON WEALTH ADVISORY, INC.

Contact information

Documents

Red Flags

Company Information

AVALON WEALTH ADVISORY, INC.

TRUST BUT VERIFY

Similar Advisors