Jonathan Crawford (CRD# 5091911) is an Investment Advisor Representative working at Keel Point, LLC in Birmingham, AL and has over 17 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keel Point Capital, LLC | Huntsville, AL | Apr 2020 - Current | 4 |
| Keel Point, LLC | Huntsville, AL | Apr 2020 - Current | 4 |
| Bb&t Securities, LLC | Richmond, VA | Jan 2018 - Current | 6 |
| Bb&t Investments | Charlotte, NC | Jan 2009 - Current | 15 |
| Bb&t | Birmingham, AL | Jan 2019 - Apr 2020 | 1 |
| Bb&t Bank | Knoxville, TN | Jan 2009 - Jan 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- AL
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Total Assets Under Management2,940MILLIONS
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Total Number of Accounts5,548ACCOUNTS
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Average Account Value$530,003
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
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