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Joseph Franklin Bear

Crews & Associates, Inc.

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About Joseph Franklin Bear

Joseph Franklin Bear is a registered representative with Crews & Associates, Inc. with over 30 years of experience in the securities industry. Joseph is a Series 7, 24, 50, 63, and SIE licensed individual. Joseph has worked for several firms in the industry including Coastal Securities L.P. and Duncan-Williams, Inc. Joseph holds Series 79TO to provide Investment Banking services to the clients of Crews & Associates, Inc. Joseph is located in Montgomery, AL, working out of the Montgomery and Santa Rosa Beach, FL offices.

Firm Information

Joseph Bear is currently registered with Crews & Associates, Inc.. Crews & Associates, Inc. is a Corporation formed in 1979 and headquartered in LITTLE ROCK, AR. They provide financial planning, portfolio management for individuals and businesses. The firm has a total of 112,401,625 in assets under management, of which 94,446,571 is discretionary. They have a total of 270 accounts, of which 45 are discretionary. The firm is registered with the SEC and in 51 states. Crews & Associates, Inc. has 12 licensed agents, 16 investment adviser representatives, and 16 registered representatives. They offer wrap fee programs and participate in other advisory services. They work with a wide range of clients, including individuals, businesses, charitable organizations, and insurance companies.
Crews & Associates, Inc.

521 PRESIDENT CLINTON AVENUE

LITTLE ROCK, AR 72201

$112.40M

Assets Under Management

Not reported

Total Clients

108

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Joseph Bear’s Registration & Firm History

AL

07/06/2004 - Present

Crews & Associates, Inc. (MONTGOMERY AL)

TX

04/09/2002 - 06/14/2004

COASTAL SECURITIES L.P. (HOUSTON TX)

TN

03/13/1998 - 03/18/2002

DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)

AL

01/18/1994 - 02/09/1998

BLOUNT PARRISH & ROTON, INC. (MONTGOMERY AL)

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Licenses & Designations

BC

Issued 02/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 01/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Franklin Bear.
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