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RIA / WealthAdvisorCertified Financial Planner15 years in industry

JEFF MICHAEL DOAN

Advisor at CRAFT WEALTH SERVICES

Herndon, VA | TAMPA, FL

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Search this name across graphsid dfx:ria:4dc6872c-7962-d469-112d-5bc5a8e17de7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 13, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CRAFT WEALTH SERVICES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 9, 2011
First registration: Jul 13, 2011
Dual registered: no
Other names: JEFF M DOAN
IAPD individual key: 5900093

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRAFT WEALTH SERVICES	Independent wealth	Apr 30, 2018	n/a	yes	TAMPA, FL\|Herndon, VA	Current employment
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	Jan 29, 2015	Apr 24, 2018	no	WASHINGTON, DC\|MCLEAN, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 17, 2013	Nov 4, 2014	no	ARLINGTON, VA\|COLUMBIA, MD	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jul 13, 2011	Aug 27, 2013	no	TYSONS CORNER, VA\|PHILADELPHIA, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL ONE ADVISORS, LLC	CRAFT WEALTH SERVICES	Apr 24, 2018	Apr 30, 2018	6	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	CAPITAL ONE ADVISORS, LLC	Nov 4, 2014	Jan 29, 2015	86	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	WELLS FARGO ADVISORS	Aug 27, 2013	Sep 17, 2013	21	Firm change	Other

Relationships

Registered with (4)

→ CRAFT WEALTH SERVICESRegistered adviserregistration: current employment
Apr 30, 2018 to presentfactForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 29, 2015 to Apr 24, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 17, 2013 to Nov 4, 2014factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 13, 2011 to Aug 27, 2013factForm ADV

Dated events

No dated event names this entity yet.