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Jake Crawford is an investment advisor representative associated with Tushaus Wealth Management in Scottsdale, Arizona. Jake has been in the financial services industry since February 2011. Jake holds a Series 65 license and is registered in Arizona. Jake is a licensed realtor in Arizona. Tushaus Wealth Management is a financial advisory firm that provides financial planning, portfolio management, and educational seminars to individuals, charitable organizations, and high-net-worth individuals. The firm has $40 million in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
12/01/2023 - Present
Tushaus Wealth Management (SCOTTSDALE AZ)
IA
Issued 10/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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