# CROSSROADS FINANCIAL PLANNING, INC.

CROSSROADS FINANCIAL PLANNING, INC. of UPPER ARLINGTON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 120898
- Type: SEC-registered investment adviser
- SEC file number: 801-63651
- Location: 5001 HORIZONS DRIVE, SUITE 201, UPPER ARLINGTON, OH, 43220
- Phone: 614-459-1145
- Latest filing: 2008-02-29
- Regulatory AUM: $42.2M
- Non-discretionary AUM: $42.2M
- Clients: 1
- Accounts: 294

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [JARVIS JULIE MAE](https://search.stillhousedata.com/person/750233) | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| [SIMPSON JOHN NMN](https://search.stillhousedata.com/person/750234) | VICE PRESIDENT/SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120898/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120898/similar
- Related entities: https://search.stillhousedata.com/firm/120898/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120898

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.