Jeffrey L Crum

CRD 2072761 · Fidelity Brokerage Services LLC · Schaumburg, IL

IA RegisteredBroker

Also appears in the source record as: Jeffrey Lee Crum

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 65Series 63Series 10Series 9Series 8SIESeries 7
Registered states (27): Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 36
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2072761 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (6)

From the source registration record · current first

Strategic Advisers LLCCurrent
Elmhurst, IL · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Elmhurst, IL · BD capacity

Feb 4, 1994 → present
Fidelity Brokerage Services LLCCurrent
Schaumburg, IL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Aug 17, 1998 → Jul 13, 2018
Prudential Securities Incorporated
BD capacity

Nov 20, 1990 → Jan 24, 1994

Source & corrections

Where this page comes from

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