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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Crawford is a financial advisor with over 30 years of experience in the industry. John David Crawford is currently registered with Raymond James & Associates, Inc. in Atlanta, Georgia. Previously, John David Crawford was affiliated with Morgan Stanley, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and The Equitable Life Assurance Society of the United States. John David Crawford holds FINRA Series 6, 7, 24, 63 and 65 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
06/22/2020 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
11/09/2012 - 06/23/2020
MORGAN STANLEY (ATLANTA GA)
GA
08/18/2006 - 11/19/2012
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
01/25/1990 - 08/21/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
NY
06/29/1988 - 01/22/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/29/1988 - 01/22/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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