JC
JC

John Crawford

38 Years of Experience
Atlanta, GA
1 DisclosureBroker

John Crawford is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 38 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

1100 Abernathy Road Ne, Building 500; Suite 1850, Atlanta, GA, 30328

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2004
Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2020 - Present · 6 yrs 4 mos
Raymond James & Associates, INC.
June 2020 - Present · 6 yrs 4 mos
Raymond James & Associates, INC.Broker
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Morgan Stanley
November 2012 - June 2020 · 7 yrs 7 mos
Morgan StanleyBroker
November 2012 - June 2020 · 7 yrs 7 mos
UBS Financial Services INC.Broker
August 2006 - November 2012 · 6 yrs 3 mos
UBS Financial Services INC.
August 2006 - November 2012 · 6 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - August 2006 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1990 - August 2006 · 16 yrs 7 mos
Equico Securities, INC.Broker
June 1988 - January 1990 · 1 yr 7 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1988 - January 1990 · 1 yr 7 mos
State Registrations19 states
ALAZCACODCFLGAINLAMAMDNCNYOHOKSCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
John Crawford - Financial Advisor | TrueAdvisor