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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Doan is a financial advisor with Craft Asset Management. Jeff has been in the industry since 2011 and holds Series 6, 7, 63, and 65 licenses. Jeff also has a Certified Financial Planner designation. Jeff is registered with the state of Virginia. Jeff specializes in Financial Planning and Portfolio Management for Individuals. Craft Asset Management is a registered investment advisor that provides financial planning and investment management services to individuals and high-net-worth individuals. Craft Asset Management also offers investment management services to pooled investment vehicles and other investment advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
04/30/2018 - Present
Craft Asset Management (TAMPA FL)
VA
01/26/2015 - 04/24/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
DC
12/19/2014 - 01/30/2015
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
VA
10/22/2013 - 11/04/2014
WELLS FARGO ADVISORS, LLC (ARLINGTON VA)
VA
05/02/2011 - 08/27/2013
ING FINANCIAL PARTNERS, INC. (TYSONS CORNER VA)
IA
Issued 07/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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