Jonathon
Juracek

Crow Holdings Capital

CRD#6275165
Investment Advisor
in Dallas, TX

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About this Advisor

Jonathon Juracek is a financial advisor based out of Dallas, Texas. Juracek is currently employed by Crow Holdings Capital. During their career, the advisor has held roles at Crow Holdings Capital Partners, L.L.C and Crow Holdings Securities, L.L.C. Juracek maintains a Series 63 license, qualifying them as a securities agent, and can work in Texas. Crow Holdings Capital is an advisory firm based out of Dallas, TX. The investment advisory business has offices in two locations and a total of 144 employees. It handles $14 billion in assets between its 14 accounts, making it one of the biggest firms in the nation by assets under management. Crow Holdings Capital offers a few services, such as portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management usually vary depending on which services the firm provides the client. Fee types charged by Crow Holdings Capital can consist of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3819 Maple Ave
Dallas, TX 75219-3913

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Crow Holdings Capital Brokerage Details

Total Assets Under Management

$13,812,454,000

TX Average: $3,042,739,679
Total Number of Employees

144

TX Average: 49
Total Number of Accounts

14

TX Average: 2,315
Average Account Size

$986,603,857

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jonathon Juracek Work History

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

2021 - Present (3 years)

Crow Holdings Securities, L.L.C

2011 - Present (13 years)

Crow Holdings Capital Partners, L.L.C

*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 Jonathon Juracek 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 Crow Holdings Capital

Robert Mcclain
Dallas, TX
Jonathon Juracek
Dallas, TX
John Carter
Dallas, TX
James Morrison
Dallas, TX
Daniel Feeney
Dallas, TX
Carlos Rainwater
Dallas, TX
Anne Raymond
Dallas, TX

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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