Unclaimed
Jason Crawford is a financial professional with over 20 years of experience in the industry. Jason is currently registered with P.j. Robb Variable, LLC in Charlotte, NC. Jason has held previous positions at LPL Financial LLC, UVEST Financial Services Group, Inc., AXA Distributors, LLC, and Vanguard Marketing Corporation. Jason holds the Series 6, 6TO, 26, 63, 99TO and SIE licenses.
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.
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.
1
2
NC
04/21/2023 - Present
P.j. Robb Variable, LLC (Charlotte NC)
SC
04/26/2012 - 12/20/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
07/25/2003 - 04/26/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
10/24/2000 - 02/07/2003
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
PA
04/16/1999 - 10/13/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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