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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Crum is an investment advisor representative with Fidelity Personal and Workplace Advisors. Jeffrey has been in the financial services industry since 1990. Jeffrey is registered with the state of Illinois and Texas as an investment advisor representative. Jeffrey is also a registered principal with FINRA. Jeffrey has Series 63, 65, 7, 8, 9, and 10 licenses and holds the Series 65 Uniform Investment Adviser Law Examination, the Series 63 Uniform Securities Agent State Law Examination, the General Securities Sales Supervisor Examination (Options Module & General Module), the General Securities Sales Supervisor - General Module Examination, the General Securities Sales Supervisor - Options Module Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Jeffrey has a specialization in financial planning, selection of other advisors, and portfolio management for individuals and businesses. Jeffrey is also a director for Elmhurst Childrens Assistance Foundation. Jeffrey is located in Fidelity's Boston, MA office and can be contacted at 617-563-7000.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
11/20/1990 - 01/24/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 8/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/4/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/20/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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