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Gregory Jason Crawford

Crawford Financial Planning & Consulting

Modesto, CA

CRD 1101280

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Employer firm

Crawford Financial Planning & Consulting CRD 134936

$172M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

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

Current Employers
Crawford Financial Planning & Consulting

3501 Coffee Road, Suite 6, Modesto, CA 95355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-06
CA RA APPROVED 2016-05-19
  • TX RA
    APPROVED_RES
    Since 2023-03-06
  • CA RA
    APPROVED
    Since 2016-05-19

Branch Locations

3501 Coffee Road, Suite 6, Modesto, CA 95355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crawford Financial Planning & Consulting Modesto CA 10/1984 Present

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.

Nearby Investors

TODD E BARTON
KATRINA M MORGANSON
JESSE G CORTEZ

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · MODESTO, CA
LPL FINANCIAL LLC · MODESTO, CA
PRINCIPAL SECURITIES, INC. · MODESTO, CA

More in Modesto, CA

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