Jeffrey Craft, financial advisor Canton OH

Jeffrey Craft

CRD Number: 5478256
Current Firm: Avantax Advisory Services

Jeffrey Craft (CRD# 5478256) is an Investment Advisor Representative working at Avantax Advisory Services in Canton, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Canton, OH Jul 2020 - Current < 1
Avantax Investment Services, Inc. Canton, OH Dec 2019 - Current < 1
Red Tree Investments, LLC Canton, OH Oct 2016 - Current 4
Glenmont Properties, Inc. Canton, OH Mar 2012 - Current 8
Cobalt Construction, LLC Canton, OH Mar 2012 - Current 8
J Craft Consulting, LLC Canton, OH Dec 2010 - Current 9
Craft's Landscaping Inc. Canton, OH May 1996 - Current 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Jeffrey A. Craft
Phone Number: 972-870-6000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    25,698
    MILLIONS
  • Total Number of Accounts
    94,400
    ACCOUNTS
  • Average Account Value
    $272,227
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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