John
Crowell

Liberty One Investment Management

CRD#5872908
Investment Advisor
in Colorado Springs, CO

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About this Advisor

John Crowell is a financial advisor based in Colorado Springs, Colorado, working with Liberty One Investment Management. John has previously held positions at Fidelity Brokerage Services, LLC, Ftj Fundchoice, LLC, T Rowe Price, Paycor, Liberty One Investment Management, LLC, Solomon Admissions Consulting, and UPS. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, John is part of Liberty One Investment Management, which operates out of Colorado Springs, Colorado. The firm has 19 offices and 18 employees. The firm manages assets totaling $2.0 billion and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Liberty One Investment Management includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Colorado Springs, CO

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Liberty One Investment Management Brokerage Details

Total Assets Under Management

$1,967,649,519

CO Average: $6,674,516,078
Total Number of Employees

18

CO Average: 44
Total Number of Accounts

14,692

CO Average: 2,564
Average Account Size

$133,927

CO Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Crowell Work History

2023 - Present (1 year)

Liberty One Investment Management, LLC

2021 - 2023 (2 years)

Solomon Admissions Consulting

2020 - 2020 (< 1 year)

T Rowe Price

2020 - 2020 (< 1 year)

Ups

2019 - 2020 (1 year)

Paycor

2018 - 2019 (1 year)

Ftj Fundchoice, LLC

2010 - 2018 (8 years)

Fidelity Brokerage Services, LLC

Disclosures

Please visit the SEC profile of John Crowell 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 Liberty One Investment Management

Benjamin Mcqueen
Libertyville, IL
Greg Sander
Libertyville, IL
Steven Grove
Libertyville, IL
Nicholas Ng
Libertyville, IL
Nikolay Strom
Libertyville, IL
Sean Belton
Crescent Springs, KY
Jared Bosley
Covington, KY
Don Hardin
Libertyville, IL

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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