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Jason Coe Crawford

P.j. Robb Variable, LLC

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About Jason Coe Crawford

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.

Firm Information

Jason Crawford is currently registered with P.j. Robb Variable, LLC. P.j. Robb Variable, LLC is a Limited Liability Company formed in 1995. They are registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

105

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.

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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Jason Crawford’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Coe Crawford.
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