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Gregory Jason Crawford

CRAWFORD, GREGORY JASON·MODESTO, California
Series 7Clean record10 years registeredCRAWFORD, GREGORY JASON
3501 COFFEE ROAD, SUITE 6, MODESTO, CA 95355CRD# 1101280Firm CRD# 134936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Jason Crawford · MODESTO, CA
Registration
CRD #1101280 · CRAWFORD, GREGORY JASON · 10 years registered
Brand Profile
Not yet started
01

Career History

CRAWFORD FINANCIAL PLANNING & CONSULTING
May 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · May 19, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CRAWFORD, GREGORY JASON
CRD 134936 · SEC 801-123570
AUM
$132M
Regulatory assets under management
Employees
2
383 client accounts
Services offered by CRAWFORD, GREGORY JASON
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CRAWFORD, GREGORY JASON →
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05

Frequently Asked Questions

What services does Gregory Jason Crawford offer?
Gregory Jason Crawford specializes in Financial Planning, Investment Management. Contact their office in MODESTO, California for a consultation.
What are Gregory Jason Crawford's credentials?
Gregory Jason Crawford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Jason Crawford located?
Gregory Jason Crawford is based in MODESTO, California, working with CRAWFORD, GREGORY JASON. Their office serves clients in the MODESTO metropolitan area and surrounding communities.
How does Gregory Jason Crawford charge for services?
Gregory Jason Crawford'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 CRAWFORD, GREGORY JASON?
CRAWFORD, GREGORY JASON has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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