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Jeffrey Lenox Criswell

T.r. Winston & Company, LLC

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About Jeffrey Lenox Criswell

Jeffrey Lenox Criswell is a registered representative with T.r. Winston & Company, LLC. Jeffrey has been in the financial industry since November 8, 2000. Jeffrey has passed the Series 7, Series 24, and Series 27 exams. Jeffrey's registration with T.r. Winston & Company, LLC began on November 9, 2000. Jeffrey was previously registered with Kent Capital, Inc. Jeffrey has a total of three product exams, two principal exams, and zero state exams.

Firm Information

Jeffrey Criswell is currently registered with T.r. Winston & Company, LLC. T.r. Winston & Company, LLC is a Limited Liability Company formed in August 2003. The firm is registered in all 50 states and the District of Columbia. It is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Criswell’s Registration & Firm History

NJ

11/09/2000 - Present

T.r. Winston & Company, LLC (BEDMINSTER NJ)

CA

12/03/2009 - 02/24/2014

KENT CAPITAL, INC. (LA JOLLA CA)

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Licenses & Designations

BC

Issued 02/07/2008

Series 24 - General Securities Principal Examination

BC

Issued 11/02/2000

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey Lenox Criswell.
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