Jeff Doan has been Authorized Member of Craft Asset Management since January 2020, is a control person of the firm and directly owns under 5% of it. Jeff Doan holds a Bachelor of Business Administration in Management from George Mason University and a Financial Planning Certificate from Bryant University.
Craft Asset Management LLC is a Tampa, FL firm with $121M under management, 224 clients and 8 advisers across 6 offices, as of its September 2026 filing.
Jeff Doan is Financial Advisor and COO at Craft Wealth Services. He joined the firm in 2018, after serving as Vice President and Financial Advisor at Capital One Investing from 2014 to 2018. His career in wealth management began at ING Financial Partners in 2011, followed by roles in private banking at Wells Fargo Advisors.
Jeff Doan’s longest registration is the current one, 8 years at Craft Asset Management since 2018. Before joining Craft Asset Management in 2018, Jeff Doan was registered through Capital One Advisors, LLC and Wells Fargo Advisors, LLC.
- Craft Wealth ServicesCurrent– present · 8 yearsHerndon, VA · Adviser representative · Firm CRD 289557
- Capital One Advisors, LLC– · 3 yearsWashington, DC · Adviser representative · Firm CRD 136865
- Wells Fargo Advisors, LLC– · 1 yearArlington, VA · Adviser representative · Firm CRD 19616
- Ing Financial Partners, Inc– · 2 yearsTysons Corner, VA · Adviser representative · Firm CRD 2882
Professional designations
Listed by Craft Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeff Doan is registered as an investment adviser representative in Virginia, since April 2018.
- VirginiaSince 30 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 22 October 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 July 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 April 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeff Michael Doan
- CRD
- 5900093
- Firm
- Craft Asset Management · CRD 289557
- Role
- Authorized Member
- Office
- Herndon, VA
- Registration
- Investment adviser registration
- In the industry since
- July 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- craftwealthservices.com
Where does Jeff Doan work?
Jeff Doan has been Authorized Member of Craft Asset Management LLC since January 2020, and is a control person of the firm.
Is Jeff Doan a financial advisor?
Yes. Jeff Doan has a current investment-adviser registration in Virginia, through Craft Asset Management since April 2018.
How many years of experience does Jeff Doan have?
Jeff Doan has 15 years in the financial industry, since July 2011, across 4 adviser firms.
What exams has Jeff Doan passed?
Jeff Doan has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in April 2011. FINRA credited Jeff Doan with the SIE, which began in October 2018.
Where did Jeff Doan work before Craft Asset Management?
Before Craft Asset Management, Jeff Doan was registered through Capital One Advisors, LLC, January 2015 to April 2018; Wells Fargo Advisors, LLC, September 2013 to November 2014; Ing Financial Partners, Inc, July 2011 to August 2013.
Where is Jeff Doan based?
Jeff Doan’s registered office is in Herndon, VA.
Is Jeff Doan registered with FINRA?
No. Jeff Doan has no current broker registration.
Is Jeff Doan a CFP?
Craft Asset Management lists Jeff Doan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeff Doan’s record?
Search CRD 5900093 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeff Doan’s full registration record.
