Jeff Mccrary
AeroLeads people directory · profile

Jeff Mccrary Email & Phone Number

Investment Advisor Representative at Capital Strategies, Beyond Wealth
Location: Austin, Texas, United States 6 work roles 1 school
2 phones found area 512 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 2 phones

Direct phone (512) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Capital Strategies, Beyond Wealth
Role
Investment Advisor Representative
Location
Austin, Texas, United States
Company size
86 employees

Who is Jeff Mccrary? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jeff Mccrary is listed as Investment Advisor Representative at Capital Strategies, Beyond Wealth, a with 86 employees, based in Austin, Texas, United States. AeroLeads shows phone signal with area code 512 and a matched LinkedIn profile for Jeff Mccrary.

Jeff Mccrary previously worked as Financial Services Representative at Capital Strategies, Beyond Wealth and Director of Athletics at St. Andrew's Episcopal School at St. Andrew'S Episcopal School. Jeff Mccrary holds Bachelor Of Science - Bs from The University Of Texas At Austin.

Company email context

Email format at Capital Strategies, Beyond Wealth

This section adds company-level context without repeating Jeff Mccrary's masked contact details.

Capital Strategies, Beyond Wealth

Review company-level records connected to Jeff Mccrary before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Jeff Mccrary

Jeff Mccrary is a Investment Advisor Representative at Capital Strategies, Beyond Wealth.

Current workplace

Jeff Mccrary's current company

Company context helps verify the profile and gives searchers a useful next step.

Capital Strategies, Beyond Wealth
Capital Strategies, Beyond Wealth
Investment Advisor Representative
austin, texas, united states
Website
csomtx.com
Employees
86
AeroLeads page
Company profile
View company profile Email format
6 roles

Jeff Mccrary work experience

A career timeline built from the work history available for this profile.

Financial Services Representative

Current
Capital Strategies, Beyond Wealth

Austin, Texas, United States

I am dedicated to making a difference in people’s lives. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org), 317 Grace Ln #250, Austin, TX 78746, Tel: (512) 346-6020I am licensed to sell Insurance Products in the following jurisdictions:TexasI am licensed to sell Securities Products in the following jurisdictions:Texas, North Carolina, Florida

Jun 2023 - Present
Team & coworkers

Colleagues at Capital Strategies, Beyond Wealth

Other employees you can reach at csomtx.com. View company contacts for 86 employees →

LV Lucas Vasquez Lucas Vasquez Colleague at Capital Strategies, Beyond WealthAustin, Texas, United States View → CC Craig Cross Craig Cross Colleague at Capital Strategies, Beyond WealthSan Antonio, Texas Metropolitan Area, United States View → KP Keith Padilla, Cfp® Keith Padilla, Cfp® Colleague at Capital Strategies, Beyond WealthAlbuquerque, New Mexico, United States View → CC Cesar Canizalez Cesar Canizalez Colleague at Capital Strategies, Beyond WealthSan Antonio, Texas, United States View → CS Cece Smith Cece Smith Colleague at Capital Strategies, Beyond WealthSan Antonio, Texas, United States View → ST Scott Talbott Scott Talbott Colleague at Capital Strategies, Beyond WealthSan Antonio, Texas, United States View → NK Nathan Kung Nathan Kung Colleague at Capital Strategies, Beyond WealthAustin, Texas, United States View → JC Joe Croshaw Joe Croshaw Colleague at Capital Strategies, Beyond WealthAustin, Texas, United States View → KH Kristina Hanley Kristina Hanley Colleague at Capital Strategies, Beyond WealthSan Antonio, Texas, United States View → MG Michael Gonzalez Michael Gonzalez Colleague at Capital Strategies, Beyond WealthSan Antonio, Texas, United States View →
1 education record

Jeff Mccrary education

FAQ

Frequently asked questions about Jeff Mccrary

Quick answers generated from the profile data available on this page.

What company does Jeff Mccrary work for?

Jeff Mccrary works for Capital Strategies, Beyond Wealth.

What is Jeff Mccrary's role at Capital Strategies, Beyond Wealth?

Jeff Mccrary is listed as Investment Advisor Representative at Capital Strategies, Beyond Wealth.

What is Jeff Mccrary's phone number?

AeroLeads has found 2 phone signal(s) with area code 512 for Jeff Mccrary at Capital Strategies, Beyond Wealth.

Where is Jeff Mccrary based?

Jeff Mccrary is based in Austin, Texas, United States while working with Capital Strategies, Beyond Wealth.

What companies has Jeff Mccrary worked for?

Jeff Mccrary has worked for Capital Strategies, Beyond Wealth and St. Andrew'S Episcopal School.

Who are Jeff Mccrary's colleagues at Capital Strategies, Beyond Wealth?

Jeff Mccrary's colleagues at Capital Strategies, Beyond Wealth include Lucas Vasquez, Craig Cross, Keith Padilla, Cfp®, Cesar Canizalez, and Cece Smith.

How can I contact Jeff Mccrary?

You can use AeroLeads to view verified contact signals for Jeff Mccrary at Capital Strategies, Beyond Wealth, including work email, phone, and LinkedIn data when available.

What schools did Jeff Mccrary attend?

Jeff Mccrary holds Bachelor Of Science - Bs from The University Of Texas At Austin.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Jeff Mccrary you were looking for.

JEFF MCCRARY
JEFF MCCRARY
International Account Manager At Ups
Salt Lake City Metropolitan Area
View similar profiles