Career
Jeffrey McCroy has been President & Chief Executive Officer of Christian Brothers Investment Services since May 2017. Jeffrey McCroy is a control person of the firm and directly owns under 5% of it. Jeffrey McCroy holds a B.S. in Business Administration from Creighton University.
Christian Brothers Investment Services, Inc. is a Chicago, IL firm with $11.9B under management, 1 client and 3 advisers across 2 offices, as of its March 2026 filing.
CBIS identifies Jeffrey A. McCroy as its President and CEO. He brings more than 37 years of investment industry experience, including client relationship management, product oversight, and investment firm operations. Before CBIS, he led global client relationship management at American Century Investments and held senior leadership roles at Transamerica Investment Services, Transamerica Investment Management, and Bank of America Capital Management.
No adviser firm registrations are on Jeffrey McCroy’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 31 March 2016 |
| Series 7 | General Securities Representative Examination | 18 May 2015 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 24 August 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 March 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 August 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Jeffrey A McCroy
- CRD
- 1292237
- Firm bio
- cbisonline.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jeffrey McCroy work?
Jeffrey McCroy has been President & Chief Executive Officer of Christian Brothers Investment Services, Inc. since May 2017, and is a control person of the firm.
Does Jeffrey McCroy have a current investment-adviser registration?
Jeffrey McCroy has no current investment-adviser or broker registration.
What exams has Jeffrey McCroy passed?
Jeffrey McCroy has passed 5 licensing exams: the Series 6, Series 63, Series 26, Series 7 and Series 24. The earliest, the Series 6, was passed in August 1984. FINRA credited Jeffrey McCroy with the SIE, which began in October 2018.