James Edward Crandall

Employer firm

Moisand Fitzgerald Tamayo, LLC CRD 109419

$1.35B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2018 → 04/2018
  Cahaba Wealth Management, Inc.
  Nashville, TN
• 09/2016 → 03/2018
  Kpmg
  Nashville, TN
• 09/2015 → 09/2016
  Harp Design Co
  Waco, TX
• 04/2018 → 10/2020
  Cahaba Wealth Management, Inc.
  Nashville, TN
• 10/2020 → 10/2024
  Foster Financial Group
  Dallas, TX
• 11/2024 → Present
  Moisand Fitzgerald Tamayo, Llc
  Plano, TX

Previous Registrations

• 2021-11-01 → 2024-11-06
  Ameritas Advisory Services, Llc
  Dallas, TX
• 2020-12-02 → 2021-11-01
  Ameritas Investment Company, Llc
  Glendale, AZ
  Dallas, TX
  Lincoln, NE
  Austin, TX
• 2018-06-21 → 2020-10-27
  Cahaba Wealth Management, Inc.
  Nashville, TN
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-12-30
• S65 Uniform Investment Adviser Law Examination
  2018-06-20

Designations

• Certified Financial Planner

Other Names

• James Crandall
• Jake Crandall
• Jake Crandall