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Inactive

Jarman Edward Reilly

Cra Financial Services, L.L.C.

Northfield, NJ

CRD 8101400

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Employer firm

Cra Financial Services, L.l.c. CRD 124004

$1.69B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cra Financial Services, L.L.C.

332 Tilton Road, Northfield, NJ 08225 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-06-18
  • NJ RA
    APPROVED
    Since 2026-06-18

Branch Locations

332 Tilton Road, Northfield, NJ 08225 • 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
Mainland Recreation Association Linwood NJ 06/2019 08/2019
Ocean City Waterpark Ocean City NJ 06/2020 09/2020
Farley State Marina Atlantic City NJ 05/2023 12/2023
Pt's Olde Fashion Grille Wilmington DE 01/2025 04/2025
Morgan Stanley Northfield NJ 06/2025 09/2025
Cra Financial L.L.C. Northfield NJ 06/2026 Present
Mainland Regional High School Linwood NJ 08/2018 07/2022
Lehigh University Bethlehem PA 08/2022 06/2023
Belhaven Middle School Linwood NJ 08/2014 07/2018
University Of North Carolina, Wilmington Wilmington NC 01/2024 06/2026
Farley State Marina Atlantic City NJ 05/2024 09/2024
Farley State Marina Atlantic City NJ 05/2025 09/2025
  • 06/2019 → 08/2019
    Mainland Recreation Association
    Linwood, NJ
  • 06/2020 → 09/2020
    Ocean City Waterpark
    Ocean City, NJ
  • 05/2023 → 12/2023
    Farley State Marina
    Atlantic City, NJ
  • 01/2025 → 04/2025
    Pt's Olde Fashion Grille
    Wilmington, DE
  • 06/2025 → 09/2025
    Morgan Stanley
    Northfield, NJ
  • 06/2026 → Present
    Cra Financial L.L.C.
    Northfield, NJ
  • 08/2018 → 07/2022
    Mainland Regional High School
    Linwood, NJ
  • 08/2022 → 06/2023
    Lehigh University
    Bethlehem, PA
  • 08/2014 → 07/2018
    Belhaven Middle School
    Linwood, NJ
  • 01/2024 → 06/2026
    University Of North Carolina, Wilmington
    Wilmington, NC
  • 05/2024 → 09/2024
    Farley State Marina
    Atlantic City, NJ
  • 05/2025 → 09/2025
    Farley State Marina
    Atlantic City, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-12
  • S65 Uniform Investment Adviser Law Examination
    2026-06-12
Other Names
  • Jarman E Reilly

View on SEC IAPD

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