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Jeffrey Michael Crowell

Fidelity Brokerage Services LLC

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About Jeffrey Michael Crowell

Jeffrey Michael Crowell is a financial advisor registered with Fidelity Brokerage Services LLC. Jeffrey has been in the securities industry since December 1996 and has a series 63, Series 7, Series 9, and Series 10 license. Jeffrey is registered in Kentucky, Massachusetts, Texas, and Utah.

Firm Information

Jeffrey Crowell is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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 Crowell’s Registration & Firm History

KY

12/02/1997 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

OH

12/05/1996 - 11/20/1997

PROVIDENT SECURITIES & INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

BC

Issued 12/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/22/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeffrey Michael Crowell.
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