Jeff Michael Doan

Employer firm

Craft Wealth Services CRD 289557

$121M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 04/2018
  Capital One Investing
  Washington, DC
• 01/2015 → 04/2018
  Capital One Advisors
  Washington, DC
• 04/2018 → Present
  Craft Asset Management Llc
  Herndon, WV
• 05/2011 → Present
  Jeff Doan As Insurance Agent
  Herndon, VA

Previous Registrations

• 2015-01-29 → 2018-04-24
  Capital One Advisors, Llc
  Washington, DC
  Mclean, VA
• 2013-09-17 → 2014-11-04
  Wells Fargo Clearing Services, Llc
  Arlington, VA
  Columbia, MD
• 2011-07-13 → 2013-08-27
  Voya Financial Advisors, Inc.
  Tysons Corner, VA
  Philadelphia, PA

Other Businesses

Jeff Michael Doan is an insurance agent since May 2011. Mr. Doan currently spends less than 1% of his time devoted to insurance services. Mr. has written a book ("The One Percent - Financial Independence) which is sold on Amazon. Mr. Doan will receive ongoing compensation for book sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-08
• S63 Uniform Securities Agent State Law Examination
  2011-05-09

Designations

• Certified Financial Planner

Other Names

• Jeff M Doan