Jeffrey Crossland, financial advisor Lewisburg PA

Jeffrey Crossland

CRD Number: 2179298
Current Firm: Commonwealth Financial Network

Jeffrey Crossland (CRD# 2179298) is an Investment Advisor Representative working at Commonwealth Financial Network in Lewisburg, PA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Nov 1999 - Current 24
The Crossland Group Lewisburg, PA Nov 1999 - Current 24
Asst. Dist. Attorney Lewisburg, PA Jan 1996 - Current 28
Jeffrey J. Crossland, Attorney At Law Lewisbirg, PA Aug 1987 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
Contact Info for Jeffrey J. Crossland
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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