Ashley Ann Landon

Employer firm

Crewe Advisors CRD 173920

$3.05B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → Present
  Crewe Advisors
  Salt Lake City, UT

Other Businesses

Since Sept 2017, I have provided bookkeeping services as a part-time employee to Fresh Lemonade Prints DBA Petite Lemon, located in Mountain View, CA. Business is not investment-related. 5 hours per month is spent on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-14