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Crystal Janear Fowler

Raymond James Investment Management

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About Crystal Janear Fowler

Crystal Janear Fowler is a financial advisor registered in Colorado and Florida with Raymond James Investment Management. Crystal has been in the financial industry since 2014 and holds Series 6, 7, 65 and 66 licenses along with the SIE exam. She has experience working with clients in the investment company, pooled investment vehicle, and high-net-worth individual categories. Crystal is based in Saint Petersburg, Florida. The firm manages assets for individuals, investment companies, and pooled investment vehicles. Crystal's firm Raymond James Investment Management uses fee structures based on a percentage of assets and performance-based fees.

Firm Information

Crystal Fowler is currently registered with Raymond James Investment Management. Raymond James Investment Management is an investment advisor registered with the SEC. The firm, headquartered in ST PETERSBURG, FL, has 93 employees and manages approximately $16,378,977,378 in regulatory assets under management. They offer portfolio management services for individuals, investment companies, and pooled investment vehicles. Their client base includes investment companies, pooled investment vehicles, and high-net-worth individuals.
Raymond James Investment Management

780 CARILLON PARKWAY

ST PETERSBURG, FL 33716

$16.38B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Crystal Fowler’s Registration & Firm History

FL

06/04/2024 - Present

Raymond James Investment Management (ST PETERSBURG FL)

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Licenses & Designations

IA

Issued 02/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/30/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Crystal Janear Fowler.
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