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Jeffery David Joyce

CROSS FINANCIAL SERVICES·FRANKLIN, Indiana
Clean recordCROSS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffery David Joyce is a registered financial advisor based in FRANKLIN, Indiana, affiliated with CROSS FINANCIAL SERVICES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CROSS FINANCIAL SERVICES
CROSS FINANCIAL SERVICES
AUM
$46M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CROSS FINANCIAL SERVICES →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6140173
Firm CRD# 166248
View on FINRA BrokerCheck →

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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 (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)KOKOMO (25)COLUMBUS (18)AUBURN (18)WINONA LAKE (17)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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