Jonathan
Crawford
Keel Point, LLC
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About this Advisor
Jonathan Crawford is a financial advisor based in Birmingham, Alabama, working with Keel Point, LLC. Jonathan has previously held positions at Bb&T Bank, Bb&T Investments, Bb&T Securities, LLC, Bb&T, Keel Point Capital, LLC, and Keel Point, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Alabama. Currently, Jonathan is part of Keel Point, LLC, which operates out of Birmingham, Alabama. The firm has 8 offices and 83 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Keel Point, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,940,456,131
83
5,548
$530,003
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Jonathan Crawford Work History
Keel Point Capital, LLC
Keel Point, LLC
Bb&T Securities, LLC
Bb&T Investments
Bb&T
Bb&T Bank
Disclosures
Please visit the SEC profile of Jonathan Crawford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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