Unclaimed
Jonathan Crawford is a financial advisor with over 20 years of experience in the industry. He is currently registered with Pgim Investments LLC in Franklin, TN. Jonathan has a Series 65, Series 63, and Series 7 licenses. He previously worked at Prudential Investment Management Services LLC and American Skandia Marketing, Inc. His specialties include investment management for investment companies, selection of other advisors, and portfolio management for businesses. Jonathan has also been a speaker at educational seminars.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
07/10/2006 - Present
Pgim Investments LLC (FRANKLIN TN)
NJ
12/03/2003 - 10/13/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
06/13/2003 - 12/09/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NJ
12/13/2002 - 06/13/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/23/1998 - 12/13/2002
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
10/16/1997 - 07/24/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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