CRAWFORD, GREGORY JASON
Legal name: CRAWFORD FINANCIAL PLANNING & CONSULTING
CRD #134936 SEC #801-123570 MODESTO, CA 209-571-0111
SEC Registered
Total AUM
$165.3M
Discretionary
$165.3M
Employees
2
Clients
10
Accounts
376
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CRAWFORD, GREGORY, JASON | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| CRAWFORD, GREGORY, JASON | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| CRAWFORD, GREGORY, JASON | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| CRAWFORD, GREGORY, JASON | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| CRAWFORD, GREGORY, JASON | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| CRAWFORD, GREGORY, JASON | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| CRAWFORD, GREGORY, JASON | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| CRAWFORD, GREGORY, JASON | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
3501 COFFEE ROAD, SUITE 6MODESTO, CA 95355
United States
Phone: 209-571-0111