Jason Crawshaw (CRD# 4183082) is an Investment Advisor Representative working at The William Allan Corporation in Fort Collins, CO and has over 22 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crawshaw Cpa's, Inc. | Calabasas, CA | Jan 2017 - Current | 7 |
| The William Allan Corporation | Calabasas, CA | Sep 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2001 |
- CA
- CO
- NV
- TX
-
Total Assets Under Management170MILLIONS
-
Total Number of Accounts669ACCOUNTS
-
Average Account Value$253,524
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, CO, NH, NV, TX
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