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 out of Scottsdale, Arizona. Crawford is an advisor for Matson Money, Inc. Over the course of their career, Crawford has held roles at Matson Money, Inc and Cincinnati State Technical & Community College. Crawford holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Arizona and Ohio. Matson Money, Inc is a financial advisory business headquartered in Mason, OH. It has a total of 69 financial advisors. It controls $18 billion in assets across its 30,322 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 65 charities and foundations. Of its 30,322 client accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Matson Money, Inc provides a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters and educational seminars. Financial advisory fees usually are based on the type of financial services. However, fees billed by Matson Money, Inc can consist of some blend of asset-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

$17,683,543,587

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

69

AZ Average: 34
Total Number of Accounts

30,322

AZ Average: 1,972
Average Account Size

$583,192

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

Joshua has been registered as a financial advisor for 0 years.*

2016 - Present (8 years)

Matson Money, Inc

2009 - 2016 (7 years)

Cincinnati State Technical & Community College

*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 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

Brian Debord
Mason, OH
Kim Trinh
Scottsdale, AZ
John Potter
Charlotte, NC
Peter Kitzerow
Mason, OH
Jeffrey Cooper
Arden, NC
Robert Gardner
Asheville, NC
Joshua Crawford
Scottsdale, AZ
Matthew Der
Scottsdale, AZ

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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