JC
JC

Jeffrey Craft

6 Years of Experience
Canton, OH
Broker

Jeffrey Craft is a registered investment advisor at Cetera Investment Advisers LLC, based in Canton, OH, with 6 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Canton, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey owns and operates rental properties through Red Tree Investments, LLC, Glenmont Properties Inc, and Cobalt Construction LLC, though some have no activity. He also owns J Craft Consulting LLC, where he works as a CPA, managing the firm, preparing work, and meeting with clients full-time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
July 2020 - September 2025 · 5 yrs 2 mos
Avantax Investment Services, INC.Broker
January 2020 - September 2025 · 5 yrs 8 mos
State Registrations2 states
NCOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.