Best Investors Account Sign in
Inactive

Jarrod Ray Lifer

Crosby Advisory Group, LLC

Ashland, OH

CRD 7991256

Claim This Profile
Employer firm

Crosby Advisory Group, LLC CRD 282673

$81.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Crosby Advisory Group, Llc

19 W. Main St., Ashland, OH 44805 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-19
OH RA APPROVED 2024-10-07
TX RA APPROVED 2024-10-07
WI RA APPROVED 2024-10-07
  • FL RA
    APPROVED
    Since 2024-11-19
  • OH RA
    APPROVED
    Since 2024-10-07
  • TX RA
    APPROVED
    Since 2024-10-07
  • WI RA
    APPROVED
    Since 2024-10-07

Branch Locations

19 W. Main St., Ashland, OH 44805 • 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
Crosby Advisory Ashland OH 05/2024 Present
Crosby Advisory Group, Llc Ashland OH 10/2024 Present
Student Ashland OH 09/2014 05/2024
  • 05/2024 → Present
    Crosby Advisory
    Ashland, OH
  • 10/2024 → Present
    Crosby Advisory Group, Llc
    Ashland, OH
  • 09/2014 → 05/2024
    Student
    Ashland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-07
  • S65 Uniform Investment Adviser Law Examination
    2024-10-07

View on SEC IAPD

Nearby Firms

COMPASS PLANNING, LLC
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

CHAD ANDREW BROWN
Mitchell Joseph Noel
Brianna Rose Noel

Nearby Offices

COMPASS PLANNING, LLC · ASHLAND, OH
LPL FINANCIAL LLC · ASHLAND, OH
EDWARD JONES · ASHLAND, OH

More in Ashland, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor