J

Jim Crocker's
email & phone

Current Position:

Financial Advisor at Three Oaks Advisory Group

Experience:

31 years

Location:

Danville, California, United States

How to contact Jim Crocker

emailj**@threeoaksadvisory.com
phone+1-***-***-7743
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Work Experience

Financial Advisor at Three Oaks Advisory Group

Dec 2021 - Current

Financial Advisor, CDFA™, AIF® at Full Cycle Financial Partners at Full Cycle Financial Partners

Jan 2017 - Dec 2021

Financial Advisor, CDFA™, AIF® at Cascadia Wealth Management

Apr 2011 - Dec 2016

President at Rotary Club of Danville, CA

Jul 2012 - Jun 2013

Financial Advisor at Aspire Investments

Jan 2006 - Apr 2011

Vice President at Capgemini

Jan 2000 - Jan 2006

Senior Manager at EY

Jan 1994 - Jan 2000

Jim Crocker started working in 1994, then the employee has changed 6 companies and 5 jobs. On average, Jim Crocker works for one company for 4 years 8 months.

Education

BS, MS at San Diego State University

San Marin HS

Current Company Information Three Oaks Advisory Group

Name: Three Oaks Advisory Group

Location: Dallas, TX, United States

Employees: 1-10

HQ Phone: 9724212034

Description: Our mission is to deliver financial peace of mind through a better personal approach. We serve a select group of clients who value advice across the different stages of their live...

Frequently Asked Questions

What is Jim Crocker's minimum period of employment in the companies?

Jim Crocker's minimum period of employment in various companies is 11 months.

What is Jim Crocker's average duration of employment for different companies?

On average, Jim Crocker works for one company for 4 years 10 months

What industries has Jim Crocker worked in?

Jim Crocker works in the Financial Services. Previously, Jim Crocker worked in the Information Technology and Services.

What positions has Jim Crocker held before?

Previously, Jim Crocker worked as a Financial Advisor, CDFA™, AIF® at Full Cycle Financial Partners, and Financial Advisor, CDFA™, AIF®, and President, and Financial Advisor, and Vice President.

How do I contact Jim Crocker?

Jim Crocker's email address is j**@threeoaksadvisory.com, phone number is +1-***-***-7743. Sign up to get contact details.

Who are Jim Crocker's peers at other companies?

Jim Crocker's peers at other companies are Benjamin Haskins and Tally tatti and Krista MacDonald
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Jim Crocker Namesakes

Name
Company
Position
J
Sr. Optical Network Engineer - Global Network Services
J
Self-employed
Retired
J
BlackDogeBooks
Author and publisher
J
Technical Support Specialist
J
Snyder Wholesale, Inc.
Foodservice Sales Representative
J
Ozco
Technical Support
J
Cloud Architect
J
Superintendent of Finance
J
Sr. Vice President Sales & Delivery

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Other employees at Three Oaks Advisory Group

Name
Company
Position
D
Certified Financial Planner at Three Oaks Advisory Group
A
Certified Financial Planner Practitioner
L
Client Service Specialist
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