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Jeffery John Crandall

Elegacy Financial, LLC

Hayden, ID

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Current Employers
Elegacy Financial, Llc

8596 N Wayne Drive Suite B, Hayden, ID 83835 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-01-24
  • ID RA
    APPROVED
    Since 2022-01-24

Branch Locations

8596 N Wayne Drive Suite B, Hayden, ID 83835 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crandall Law Group, Pllc Hayden ID 01/2015 Present
Cavu Wealth Management San Diego CA 06/2021 Present
Elegacy Financial, Llc Hayden ID 01/2022 Present
Elegacy Law Hayden ID 01/2020 Present
Previous Registrations
Other Businesses

(1) Crandall & Associates P.C.; not investment-related; Hayden, Idaho; law firm; President; 02/1995; related to Crandall Law Group as a member holding 70% interest; time devoted to business 0 - 5 hours per month time (no hours during trading hours); manage limited activities of company. (2) O.C. Properties, LLC.; not investment-related; Hayden, Idaho; real estate holding company; Member/Manager; 03/2007; time devoted to business 0 - 5 hours per month time (no hours during trading hours); manage commercial office building. (3) eLegacylaw, PLLC.; not investment-related; Hayden, Idaho; law firm; Member/Manager; 04/2020; affiliated with Crandall Law Group; time devoted to business 20 - 30 hours per month time (15 - 20 hours during trading hours); managing partner of firm providing law services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-02
  • S65 Uniform Investment Adviser Law Examination
    2021-04-02
Other Names
  • Jeff Crandall
  • Jeffrey Crandall
  • Jeffery John Crandall
  • Jeffery John Crandall

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