Jeffrey Cruttenden, financial advisor Irvine CA
89 score

Jeffrey Cruttenden

CRD Number: 5924136
Current Firm: Acorns

Jeffrey Cruttenden (CRD# 5924136) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Acorns Securities Irvine, CA May 2016 - Current < 1
Acorns Advisers, LLC Irvine, CA Aug 2013 - Current 3
Acorns Grow, Inc. Newport Beach, CA Feb 2012 - Current 4
Cruttenden Partners Newport Beach, CA Nov 2004 - Current 12
Acorns Securities, LLC Irvine, CA Dec 2013 - May 2016 2
Lewis & Clark College Portland, OR Sep 2010 - May 2012 1
Roth Capital Partners Newport Beach, CA May 2011 - Aug 2011 < 1
Self-employed Lake Oswego, OR Jun 2009 - Sep 2009 < 1
Augsburg College Minneapolis, MN Jan 2008 - Jun 2009 1
Obama For America Minneapolis, MN May 2008 - Nov 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Jeffrey J. Cruttenden
Phone Number: 949 438-4253
Registered State(s):
  • AL
  • AK
  • AR
  • CO
  • CT
  • DE
  • GA
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • AZ
  • DC
  • HI
  • CA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
  • VI
By the Numbers
  • Total Assets Under Management
    197
    MILLIONS
  • Total Number of Accounts
    917,000
    ACCOUNTS
  • Average Account Value
    $215
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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