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Authorized Member · Craft Wealth Services

Jeff M. Doan

CRD 5900093 · Named on Form ADV at one SEC-registered adviser

At a glance

Craft Wealth Services, an SEC-registered wealth manager based in Tampa, FL with $121 million in regulatory assets, lists Jeff M. Doan on its Form ADV as Authorized Member, a control person.

Firms and roles

AtlasMembers

Jeff’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeff’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.