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Myles Andrew Jerdan

Craft Wealth Services

Atlanta, GA

Tampa, FL

CRD 8327133

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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:

Current Employers
Craft Wealth Services

1902 West Kennedy Boulevard Unit 4, Tampa, FL 33606 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-21
  • GA RA
    APPROVED
    Since 2026-08-21

Branch Locations

3017 Bolling Way Ne Suite 259, Atlanta, GA 30305 • United States

1902 West Kennedy Boulevard Unit 4, Tampa, FL 33606 • 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
Premier Financial Consulting Services, Inc Atlanta GA 07/2016 Present
Craft Asset Management Atlanta GA 08/2026 Present
  • 07/2016 → Present
    Premier Financial Consulting Services, Inc
    Atlanta, GA
  • 08/2026 → Present
    Craft Asset Management
    Atlanta, GA
Other Businesses

I am a licensed life and health insurance agent and receive commissions from sales of life and health insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-11
  • S65 Uniform Investment Adviser Law Examination
    2026-07-11

View on SEC IAPD

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