Jonathan Crawford is a registered investment advisor, based in Birmingham, AL, with 19 years of industry experience.
Location
29 Olmsted St., Birmingham, AL, 35242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jonathan is a board member for ATeam, a non-profit pediatric cancer ministry, and Briarwood Fellows, a non-profit that helps college graduates transition into careers. He dedicates minimal time to each of these roles.
Employment History
Current Registrations
Keel Point Capital, LLCBroker
Keel Point Capital, LLC
Keel Point, LLC
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
State Registrations6 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.