Jacob Crawford

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 08/2022 → 10/2024
  Raymond James Financial Services, Inc
  Walla Walla, WA
• 07/2017 → 06/2022
  Foothills Physical Therapy
  Boise, ID
• 05/2014 → 06/2017
  Midwestern University
  Glendale, AZ
• 07/2022 → 10/2024
  Krivoshein Mcdaniels Financial
  Walla Walla, WA
• 10/2022 → 10/2024
  Raymond James Financial Services Advisors, Inc.
  Walla Walla, WA
• 11/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2022-10-28 → 2024-11-01
  Raymond James Financial Services Advisors, Inc
  Walla Walla, WA

Exams

• S66 Uniform Combined State Law Examination
  2022-10-27