JK
Jeremy S. Kraut-ordover
STRATEGY FINANCIAL GROUP
Phoenix, AZ 85054
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CRD#: 7847806
JK
Professional summary
Jeremy Scott Kraut-ordover, who also goes by Jeremy Scott Kraut, Jeremy Scott Ordover, is a registered financial advisor currently at STRATEGY FINANCIAL GROUP located in Phoenix, Arizona.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jeremy has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy Scott Kraut | Jeremy Scott Ordover
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.
Arizona Licensed Realtor with license housed at HomeSmart, Inc. Non investment-related. Residential real estate company. Independent agent. Duties include providing referrals for real estate purchases or sales. Started November 2023. Less than one hour per month, which is during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Scott Kraut-ordover'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®
NoneExperience
Current
January 8, 2024 - Present
STRATEGY FINANCIAL GROUP
Office #1: 7010 E Chauncey Lane #130, Phoenix, AZ 85054RIA
CRD#: 164531
Phoenix, AZ
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".
SF
STRATEGY FINANCIAL GROUP
STRATEGY FINANCIAL GROUP | STRATEGY FINANCIAL SERVICES, LLC | STRATEGY FINANCIAL SERVICES
CRD#: 164531 / SEC#: 801-122298
RIA
Registered Investment Advisory firm - (8/13/2021 Approved)Arizona
Registered Investment Advisory firm - (9/30/2021 Terminated)California
Registered Investment Advisory firm - (10/30/2021 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2021 Terminated)New Mexico
Registered Investment Advisory firm - (9/30/2021 Terminated)Texas
Registered Investment Advisory firm - (12/17/2015 Terminated)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
Arizona(1/8/2024)
Current Firm
SF
STRATEGY FINANCIAL GROUP
STRATEGY FINANCIAL GROUP | STRATEGY FINANCIAL SERVICES, LLC | STRATEGY FINANCIAL SERVICES
CRD#: 164531 / SEC#: 801-122298
RIA
Registered Investment Advisory firm - (8/13/2021 Approved)Arizona
Registered Investment Advisory firm - (9/30/2021 Terminated)California
Registered Investment Advisory firm - (10/30/2021 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2021 Terminated)New Mexico
Registered Investment Advisory firm - (9/30/2021 Terminated)Texas
Registered Investment Advisory firm - (12/17/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7010 E Chauncey Lane #130, Phoenix, AZ 85054
Mailing Address
Phone number
(602) 343-9301
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,692 |
| AUM (Assets Under Management) | $ 279,866,584 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
