Jeff Crawford
Jeff Crawford is a registered investment advisor at Hbw Advisory Services LLC, based in Simi Valley, CA, with 38 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 13,864 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.
Location
2655 1st Street, Suite 250, Simi Valley, CA, 93065
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2005Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Jeff sells fixed insurance products including life insurance and annuities, and is also involved in real estate referral transactions. He is also a registered representative and President/CEO of insurance and financial services businesses, and a consultant and part owner of a debt elimination software company.
Employment History
Current Registrations
Hbw Advisory Services LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Hbw Securities LLCBroker
American General Securities IncorporatedBroker
PFS Investments INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.