JM
Jeff Michael Doan
CRD 5900093
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Craft Asset Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Craft Asset Management Llc
Authorized Member · Less than 5% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗