Jarrod Ray Lifer
Professional Summary
Jarrod Ray Lifer is a registered financial advisor currently at CROSBY ADVISORY GROUP, LLC located in Ashland, Ohio. Jarrod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jarrod has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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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Years of Experience
2 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
CAG MARKETING | CROSBY ADVISORY GROUP, LLC | CROSBY ADVISORY GROUP, INC.
Contact Information
Main Address
19 W. Main St., Ashland, OH 44805Phone Number
(419) 496-0770# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
539AUM (Assets Under Management)
$81,449,963Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/19/2024)
(10/7/2024)
(10/7/2024)
(10/7/2024)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jarrod Ray Lifer's CRS (Customer Relationship Summary).
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