Advisor at Crosby Advisory Group, LLC
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Firm
Crosby Advisory Group, LLC
Location
Ashland, OH 44805
Credentials
Series 65
Industry experience
1 year
Jarrod Lifer is a financial advisor at Crosby Advisory Group, LLC with one year of industry experience. He holds the Series 65 designation and has been with Crosby Advisory Group since 2024. Prior to his advisory role, he was a student for ten years. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth individuals, and business corporations. The firm employs a long-term, modern portfolio theory approach and typically manages accounts on a discretionary basis, tailoring investment strategies to client goals, time horizons, and risk tolerance.
1.00% annually
19 W. Main St.
Ashland, OH 44805
Florida · Ohio · Texas · Wisconsin
Crosby Advisory Group, LLC
2024 - Present (2 years)
Crosby Advisory
2024 - Present (2 years)
Student
2014 - 2024 (10 years)
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Is active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 63, Series 65
Ashland, OH
Livelsberger Financial Advisory
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
CFP®, Series 66
Ashland, OH
Whitcomb & Hess, Inc.
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
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