Jeff Michael Doan
Investment adviser representative at Craft Wealth Services
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$120.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Craft Wealth ServicesApr 2018 to now
- Craft Asset Management LLCApr 2018 to now
- Jeff Doan As Insurance AgentMay 2011 to now
- Capital One AdvisorsJan 2015 to Apr 2018
- Capital One InvestingJan 2015 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (VA).
Craft Wealth Services
Legal name: Craft Asset Management LLC
$120.8MAssets managed
224Clients
9Advisers
2 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
- 5900093
- Firm CRD
- 289557