Stephen Michael Crawford

Current Employers

Employment History

• 06/2022 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2004 → 06/2022
  Crom, Llc
  Gainesville, FL
• 08/2022 → Present
  J.W. Cole Advisors, Inc
  Tampa, FL

Other Businesses

(1) Fixed Insurance Sales; Investment Related; 5200 W. Newberry Rd, Bldg. C, Gainesville, FL 32607; Admin Assistant; Start 7/5/2022; less that 16 hrs/mo, less that 16hr/mo during trading. (2) Clarity Wealth; Investment related; 119 NW 137th Drive, Suite 30, Newberry, FL 32669; Financial Planner & Partner; Start date 12/20/2022; 10 hours a month during trading hours. (3) Ramsey Solutions Financial Peace University; Non-Investment Related; 5200 W Newberry Rd, Gainesville, FL 32607; Volunteer & Coordinator; Start date 9/5/2022; 6 hours a month during trading hours. (4) CROM, LLC; Not investment related; 11954 SW 1st Road, Gainesville, FL 32607; Outside Consultant; Reviewing inspection reports of water & wastewater facilities; I will provide an engineering review of an inspection report prepared on water and wastewater infrastructure; Start 7/25/2024; 0 hours during trading. (5) Serve Financial, LLC; Not Investment Related; 119 NW 137th Drive, Suite 30, Newberry, FL 32669; LLC Structure for Income Received from JW Cole for Tax Efficiency; Registered Agent; Start 7/20/2025; 0 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-24

Other Names

• Stephen Crawford