Jonathan
Crawford

Keel Point, LLC

CRD#5091911
Investment Advisor
in Birmingham, AL

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About this Advisor

Jonathan Crawford is a financial advisor who works in Birmingham, Alabama who has 3 years of relevant experience. Crawford is currently employed by Keel Point, LLC. During their career, Crawford has held roles at Bb&T Bank, Bb&T Investments, Bb&T Securities, LLC, Bb&T, Keel Point Capital, LLC and Keel Point, LLC. Crawford holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Alabama. Keel Point, LLC is an advisory company operating out of Huntsville, AL. The company has offices in nine locations and a total of 83 financial advisors. It controls $3 billion in assets under management between its 4,850 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 4,850 client accounts, 44% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Keel Point, LLC performs a number of services, such as 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. Fees for financial advice largely are based on which service is offered. However, fees charged by Keel Point, LLC may include some blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

29 Olmsted St.
Birmingham, AL 35242

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Keel Point, LLC Brokerage Details

Total Assets Under Management

$2,549,034,075

AL Average: $1,620,585,161
Total Number of Employees

83

AL Average: 52
Total Number of Accounts

4,850

AL Average: 1,560
Average Account Size

$525,574

AL Average: $1,038,837

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

Jonathan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Keel Point Capital, LLC

2020 - Present (4 years)

Keel Point, LLC

2018 - Present (6 years)

Bb&T Securities, LLC

2009 - Present (15 years)

Bb&T Investments

2019 - 2020 (1 year)

Bb&T

2009 - 2019 (10 years)

Bb&T Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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.

Financial Advisors at Keel Point, LLC

Blake Waggoner
Huntsville, AL
Andrew Chapman
Huntsville, AL
Kyle Wegrzyn
Huntsville, AL
Keith Pendergrast
Huntsville, AL
Matthew Kerr
Chattanooga, TN
Erik White
Huntsville, AL
Gisle Sorli
Vienna, VA
Matthew Martindale
Arnold, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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