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Jake Crawford

Tushaus Wealth Management

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About Jake Crawford

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.

Firm Information

Jake Crawford is currently registered with Tushaus Wealth Management. Tushaus Wealth Management is a financial advisory firm with 4 licensed agents and investment advisor representatives. They manage approximately $40 million in assets for 258 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Their services include financial planning and portfolio management for individuals. They also offer educational seminars.

$40.00M

Assets Under Management

Not reported

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jake Crawford’s Registration & Firm History

AZ

12/01/2023 - Present

Tushaus Wealth Management (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 10/27/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jake Crawford.
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