Joshua
Crawford

Matson Money, Inc

CRD#7502081
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Joshua Crawford is a financial advisor based in Scottsdale, Arizona, working with Matson Money, Inc. Joshua has previously held positions at Matson Money, Inc and Cincinnati State Technical & Community College. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Ohio. Currently, Joshua is part of Matson Money, Inc, which operates out of Scottsdale, Arizona. The firm has 1 office and 61 employees. The firm manages assets totaling $19.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters, and educational seminars. The fee structure at Matson Money, Inc includes asset-based and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

18760 North Pima Road
Scottsdale, AZ 85255

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Matson Money, Inc Brokerage Details

Total Assets Under Management

$19,647,408,985

AZ Average: $2,106,341,625
Total Number of Employees

61

AZ Average: 34
Total Number of Accounts

30,605

AZ Average: 1,972
Average Account Size

$641,967

AZ Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joshua Crawford Work History

2016 - Present (8 years)

Matson Money, Inc

2009 - 2016 (7 years)

Cincinnati State Technical & Community College

Disclosures

Please visit the SEC profile of Joshua 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 Matson Money, Inc

Christopher French
Scottsdale, AZ
Cody Zindler
Mason, OH
Matthew Der
Scottsdale, AZ
Brian Debord
Mason, OH
John Potter
Charlotte, NC
Peter Kitzerow
Mason, OH
Heather Nelson
Mason, OH
Robert Gardner
Asheville, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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