Jack Crawford (CRD# 7293405) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Paso Robles, CA and has over 3 years of experience in the finance industry.
CRD# 6342307
San Luis Wealth Advisors
CRD# 6095912
San Luis Wealth Advisors
CRD# 4870401
Jeffery C. Welch And Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2021 - Current | 3 |
| Thrivent Investment Management Inc. | Paso Robles, CA | Oct 2020 - Current | 3 |
| Thrivent Financial | Appleton, WI | Nov 2020 - Apr 2021 | < 1 |
| Lnc Properties | Paso Robles, CA | May 2016 - Aug 2020 | 4 |
| Swiss Growth Forum | Las Vegas, NV | Jan 2019 - May 2020 | 1 |
| University Of Southern California | Los Angeles, CA | Aug 2016 - May 2020 | 3 |
| Paso Robles Joint Unified | Paso Robles, CA | Jun 2017 - Aug 2019 | 2 |
| Bruegger's Bagels | Maple Grove, MN | Jan 2016 - Aug 2016 | < 1 |
| The Blake School | Minneapolis, MN | Aug 2003 - Jun 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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