Jeff S. Crawford

HBW ADVISORY SERVICES LLC

BOISE, ID 83713

Some features on this profile are disabled

CRD#: 1535345

Professional summary

Jeff Scott Crawford, who also goes by Jeff S. Crawford Mr., Jeff Scott Crawford Mr., is a registered financial advisor currently at HBW ADVISORY SERVICES LLC located in Boise, Idaho.

Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jeff has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff S. Crawford Mr. | Jeff Scott Crawford Mr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, AND ANNUITIES 2.NAME OF OTHER BUSINESS: HBW PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES START DATE: 05/2004 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR SECURITIES BUSINESS 3.NAME OF OTHER BUSINESS: HBW CRAWFORD & ASSOCIATES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES START DATE: 01/2006 POSITION/TITLE/RELATIONSHIP: PRESIDENT & CEO APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL GUIDANCE TO CLIENTS 4. NAME OF OTHER BUSINESS: MARKETPRO REAL ESTATE SERVICES, LLC; INVESTMENT RELATED: NO; ADDRESS: 1099 SOUTH WELLS MERIDIAN, ID 83642; NATURE OF BUSINESS: REAL ESTATE REFERRAL TRANSACTIONS; START DATE: 11/2021; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE LICENSED TO HELP CLIENTS BUY OR SELL PROPERTIES, DONE ON A REFERRAL BASIS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Scott Crawford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 17, 2012 - Present

HBW ADVISORY SERVICES LLC

Office #1: 5520 North Eagle Road Suite 101, Boise, ID 83713

RIA

CRD#: 143665

BOISE, ID

Past

June 29, 2023 - December 5, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

BOISE, ID

Past

June 26, 2017 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

BOISE, ID

Past

June 26, 2017 - December 5, 2023

CETERA WEALTH SERVICES, LLC

CRD#: 13572

BOISE, ID

Past

January 11, 2006 - July 24, 2017

HBW SECURITIES LLC

CRD#: 136959

CHICO, CA

Past

May 26, 2004 - December 31, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

HOUSTON, TX

Past

October 19, 1987 - May 26, 2004

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HBW ADVISORY SERVICES LLC

CRD#: 143665 / SEC#: 801-77333

RIA

Registered Investment Advisory firm - (11/7/2012 Approved)

Alabama

Registered Investment Advisory firm - (12/13/2012 Terminated)

Arizona

Registered Investment Advisory firm - (12/13/2012 Terminated)

California

Registered Investment Advisory firm - (1/12/2013 Terminated)

Colorado

Registered Investment Advisory firm - (12/13/2012 Terminated)

Connecticut

Registered Investment Advisory firm - (1/15/2013 Terminated)

Florida

Registered Investment Advisory firm - (12/13/2012 Terminated)

Georgia

Registered Investment Advisory firm - (12/13/2012 Terminated)

Illinois

Registered Investment Advisory firm - (11/7/2012 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2012 Terminated)

Iowa

Registered Investment Advisory firm - (12/13/2012 Terminated)

Kansas

Registered Investment Advisory firm - (12/13/2012 Terminated)

Kentucky

Registered Investment Advisory firm - (12/13/2012 Terminated)

Missouri

Registered Investment Advisory firm - (12/13/2012 Terminated)

Nevada

Registered Investment Advisory firm - (1/13/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (12/18/2012 Terminated)

New Mexico

Registered Investment Advisory firm - (12/13/2012 Terminated)

New York

Registered Investment Advisory firm - (12/13/2012 Terminated)

North Carolina

Registered Investment Advisory firm - (12/13/2012 Terminated)

Ohio

Registered Investment Advisory firm - (12/13/2012 Terminated)

Oklahoma

Registered Investment Advisory firm - (12/13/2012 Terminated)

Oregon

Registered Investment Advisory firm - (12/19/2012 Terminated)

Tennessee

Registered Investment Advisory firm - (12/21/2012 Terminated)

Texas

Registered Investment Advisory firm - (12/13/2012 Terminated)

Virginia

Registered Investment Advisory firm - (12/13/2012 Terminated)

Washington

Registered Investment Advisory firm - (12/13/2012 Terminated)

Wisconsin

Registered Investment Advisory firm - (12/13/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(10/7/2019)

IAR

Louisiana
(1/24/2025)

IAR

Texas
(4/16/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/28/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/16/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/20/1989

Investment Company Products/Variable Contracts Principal Examination

Current Firm

HBW ADVISORY SERVICES LLC

CRD#: 143665 / SEC#: 801-77333

RIA

Registered Investment Advisory firm - (11/7/2012 Approved)

Alabama

Registered Investment Advisory firm - (12/13/2012 Terminated)

Arizona

Registered Investment Advisory firm - (12/13/2012 Terminated)

California

Registered Investment Advisory firm - (1/12/2013 Terminated)

Colorado

Registered Investment Advisory firm - (12/13/2012 Terminated)

Connecticut

Registered Investment Advisory firm - (1/15/2013 Terminated)

Florida

Registered Investment Advisory firm - (12/13/2012 Terminated)

Georgia

Registered Investment Advisory firm - (12/13/2012 Terminated)

Illinois

Registered Investment Advisory firm - (11/7/2012 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2012 Terminated)

Iowa

Registered Investment Advisory firm - (12/13/2012 Terminated)

Kansas

Registered Investment Advisory firm - (12/13/2012 Terminated)

Kentucky

Registered Investment Advisory firm - (12/13/2012 Terminated)

Missouri

Registered Investment Advisory firm - (12/13/2012 Terminated)

Nevada

Registered Investment Advisory firm - (1/13/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (12/18/2012 Terminated)

New Mexico

Registered Investment Advisory firm - (12/13/2012 Terminated)

New York

Registered Investment Advisory firm - (12/13/2012 Terminated)

North Carolina

Registered Investment Advisory firm - (12/13/2012 Terminated)

Ohio

Registered Investment Advisory firm - (12/13/2012 Terminated)

Oklahoma

Registered Investment Advisory firm - (12/13/2012 Terminated)

Oregon

Registered Investment Advisory firm - (12/19/2012 Terminated)

Tennessee

Registered Investment Advisory firm - (12/21/2012 Terminated)

Texas

Registered Investment Advisory firm - (12/13/2012 Terminated)

Virginia

Registered Investment Advisory firm - (12/13/2012 Terminated)

Washington

Registered Investment Advisory firm - (12/13/2012 Terminated)

Wisconsin

Registered Investment Advisory firm - (12/13/2012 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2655 1st Street Suite 250, Simi Valley, CA 93065

Mailing Address

P.o. Box 2049, Simi Valley, CA 93062

Phone number

(800) 473-3856

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HBW ADVISORY SERVICES LLC (11/13/2025)

Regulatory assets under management

Total Number of Accounts	14,679
AUM (Assets Under Management)	$ 1,747,369,322

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Burke Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Boise, ID

Chris Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Boise, ID

Jesse Woods

OSAIC WEALTH, INC.

IAR

MERIDIAN, ID

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeff S. Crawford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Scott Crawford's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

HBW SECURITIES LLC

AMERICAN GENERAL SECURITIES INCORPORATED

PFS INVESTMENTS INC.

Primary Firm SEC Registration

HBW ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2012

Series 63

Date: 4/28/2006

SIE

Date: 10/1/2018

Series 6

Date: 10/16/1987

Series 26

Date: 1/20/1989

Current Firm

HBW ADVISORY SERVICES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HBW ADVISORY SERVICES LLC

TRUST BUT VERIFY

Similar Advisors