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Jeffrey James Crossland

Advisor at Commonwealth Financial Network — Lewisburg, PA Market Street

Updated today

Credentials

Series 63

Experience

34 years

Location

Lewisburg, PA 17837

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,692

Across 1,183 offices

Clients per advisor

132 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

Jeffrey Crossland is a financial advisor with Commonwealth Financial Network based in Lewisburg, PA, holding a Series 63 credential and over 34 years of industry experience. He has led The Crossland Group since 1999 and also maintains a legal career as an attorney and part-time assistant district attorney. In addition to his advisory work, he provides tax preparation services through The Crossland Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by offering a range of advisory programs and back-office support, including investment management, trading, compliance, and practice management. The firm provides access to a variety of discretionary portfolios and distinct program structures tailored to advisor and client needs.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

See office

Lewisburg, PA Market Street

129 Market Street

Lewisburg PA 17837

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

34 years of industry experience

The Crossland Group

1999 - Present • 27 years

Lewisburg, PA

Commonwealth Financial Network

1999 - Present • 27 years

Waltham, MA

Asst. Dist. Attorney

1996 - Present • 30 years

Lewisburg, PA

Jeffrey J. Crossland, Attorney At Law

1987 - Present • 39 years

Lewisbirg, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Curtis N

Series 65

Lewisburg, PA

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Curtis Nicholls is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Pioneer Fortress Consulting LLC and has been an associate professor at Bucknell University since 2009, where he teaches and conducts academic research. Pioneer Fortress Consulting provides investment advisory and financial planning services to individuals and families, focusing on self-directed asset management without taking custody of client assets or exercising discretionary trading authority. The firm offers educational seminars and tailors advice to clients’ time horizons and risk tolerances, using broadly diversified investments such as ETFs, mutual funds, and fixed income instruments.

Cash flow / budgeting
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Bradley C

Series 65

Lewisburg, PA

Granite Financial Advisors, Inc.

Bradley Catherman is a financial advisor at Granite Financial Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Granite Financial Advisors since 2016. In addition to his advisory role, he is a full-time teacher with the Lewisburg Area School District. Granite Financial Advisors provides wealth management and comprehensive financial planning services to individuals, trusts, corporations, and estates. The firm employs quantitative analysis and cost-controlled, dividend-focused investment strategies, managing approximately $1.83 million across eleven clients.

Debt management College savings (529s, UTMA, etc.) Retirement income strategy Educators, Teachers, and Academics
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Justin B

CFP®, Series 66

Lewisburg, PA

Vision Wealth Advisors, LLC

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Business ownership considerations Business exit / sale strategy Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner

Josh K

CFP®

Lewisburg, PA

Omniwealth Investments LLC

OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Pierce E

Series 65

Mifflinburg, PA

Buffalo Valley Wealth Plus

Pierce Edinger is a financial advisor at Buffalo Valley Wealth Plus with one year of industry experience. He holds a Series 65 credential and has previously worked at Susquehanna Community Bank. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that emphasize income-generating instruments alongside mutual funds, ETFs, fixed income, and annuities, and also offers discretionary and non-discretionary portfolio management with ongoing financial coaching.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Darin K

CFP®, Series 63, Series 65

Lewisburg, PA

Tower Wealth Partners

Darin Koss is a CFP® with 34 years of industry experience and is currently an advisor at Tower Wealth Partners in Lewisburg, PA. His prior roles include positions at Raymond James Financial Services and founding Koss Financial Group, where he remains owner of a support company unrelated to investment advisory. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and employs a long-term oriented investment approach combining fundamental and technical analysis.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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