Jeffrey Gerald Mussatt
Investment adviser representative at Crossgrain Family Investments, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$177.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Crossgrain Family Investments, LLCDec 2021 to now
- Kimble Advisory, LLCSep 2017 to Dec 2021
- Joycepayne Partners. P.C.Oct 2008 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Crossgrain Family Investments, LLC
$177.6MAssets managed
77Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4341690
- Firm CRD
- 318373