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Jonathan Ross Morgan

Crawford Investment Counsel Inc

Atlanta, GA

CRD 1105019

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Employer firm

Crawford Investment Counsel Inc CRD 110271

$9.14B regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

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

Current Employers
Crawford Investment Counsel Inc

600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2007-03-20
  • GA RA
    APPROVED
    Since 2007-03-20

Branch Locations

600 Galleria Parkway Suite 1650, Atlanta, GA 30339 • 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 Investment Counsel, Inc. Atlanta GA 07/2006 Present
Previous Registrations
  • 2003-03-26 → 2005-11-14
    Municipal Portfolio Managers, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-11
S63 Uniform Securities Agent State Law Examination 1983-07-21
  • S65 Uniform Investment Adviser Law Examination
    2002-03-11
  • S63 Uniform Securities Agent State Law Examination
    1983-07-21

View on SEC IAPD

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