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Jeffery Crandall

4 Years of Experience
Hayden, ID

Jeffery Crandall is a registered investment advisor at Elegacy Financial, LLC, based in Hayden, ID, with 4 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8596 N Wayne Drive, Suite B, Hayden, ID, 83835

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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

Jeffery is the President of Crandall & Associates P.C., a law firm, since 1995, dedicating minimal time. He is also a Member/Manager of O.C. Properties, LLC, a real estate holding company, since 2007, and a Member/Manager of eLegacylaw, PLLC, a law firm, since 2020, spending about 10-20% of his time on the latter.

Employment History
Current Registrations
Elegacy Financial, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Cavu Wealth Management
June 2021 - October 2024 · 3 yrs 4 mos
State Registrations1 state
ID
Advisor

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.