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Jeffery David Joyce

CROSS FINANCIAL SERVICES·FRANKLIN, Indiana
Series 65Clean record13 years registeredCROSS FINANCIAL SERVICES
460 N. MORTON ST., FRANKLIN, IN 46131CRD# 6140173Firm CRD# 166248

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffery David Joyce · FRANKLIN, IN
Registration
CRD #6140173 · CROSS FINANCIAL SERVICES · 13 years registered
Brand Profile
Not yet started
01

Career History

J. W. COLE ADVISORS, INC.
Jun 2023 – present
ELEMENTS FINANCIAL SERVICES, LLC
Apr 2018 – Jun 2023
INDIANAPOLIS, IN
CROSS FINANCIAL SERVICES
May 2013 – Feb 2018
FRANKLIN, IN
CROSS FINANCIAL SERVICES
Feb 2013 – May 2013
FRANKLIN, IN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 1, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CROSS FINANCIAL SERVICES
CRD 166248 · SEC 801-77412
AUM
$46M
Regulatory assets under management
Employees
2
2 client accounts
Services offered by CROSS FINANCIAL SERVICES
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CROSS FINANCIAL SERVICES →
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05

Frequently Asked Questions

What services does Jeffery David Joyce offer?
Jeffery David Joyce specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRANKLIN, Indiana for a consultation.
What are Jeffery David Joyce's credentials?
Jeffery David Joyce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery David Joyce located?
Jeffery David Joyce is based in FRANKLIN, Indiana, working with CROSS FINANCIAL SERVICES. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Jeffery David Joyce charge for services?
Jeffery David Joyce's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROSS FINANCIAL SERVICES?
CROSS FINANCIAL SERVICES has approximately 2 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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