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John Thomas Crews Jr

BDC ADVISORY
MEMPHIS, TN
·CRD# 2341001·33 years experience

Professional Summary

John Thomas Crews JR, who also goes by John Thomas Crews, is a registered financial advisor currently at BDC ADVISORY, LLC located in Memphis, Tennessee. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Thomas Crews

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

BDC ADVISORY, LLC·CRD# 124233
RIA
465 Jack Kramer Drive, Suite 2, Memphis, TN 38117
June 9, 2004 - Present
KOVACK SECURITIES INC.·CRD# 44848
BD
Memphis, TN
October 15, 2014 - August 31, 2017
RESOURCE HORIZONS GROUP LLC·CRD# 104368
BD
Memphis, TN
January 4, 2012 - October 15, 2014
B. RILEY WEALTH MANAGEMENT·CRD# 2543
BD
Memphis, TN
June 12, 2002 - January 3, 2012
NBC CAPITAL MARKETS GROUP, INC.·CRD# 18229
BD
July 23, 1993 - May 3, 1994

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Current Firm

BA
BDC ADVISORY, LLC

BDC ADVISORY, LLC

CRD#: 124233
Tennessee
Registered Investment Advisory firm - Tennessee (10/23/1998 Approved)

Contact Information

Main Address

465 Jack Kramer Drive Suite 2, Memphis, TN 38117

Phone Number

(901) 767-2774

# of Employees

2

Documents

Latest Form ADV

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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) MR. CREWS IS AN EMPLOYEE OF BURLEIGH CONSULTING GROUP, A PENSION ADMINISTRATION AND CONSULTING FIRM WORKING AS A CONSULTANT AND ADMINISTRATOR, SALARIED, STARTED IN 1996, 160 HRS/MONTH/ALL TRADING HOURS. 2) MR CREWS IS A PARTNER IN BDC ADVISORY, AN INVESTMENT ADVISORY SERVICE, INVOLVED IN RETIREMENT PLAN CONSULTING, PAID IN FEES, STARTED IN 1998 10HOURS/MONTH/10TRADING HOURS/MONTH 3) BURLEIGH CONSULTING GROUP PROFIT SHARING PLAN - TRUSTEE - 465 JACK KRAMER DR SUITE 2, MEMPHIS, TN 38117; RETIREMENT PLAN FOR THE EMPLOYEES OF BURLEIGH CONSULTING GROUP; INVESTMENT RELATED; TRUSTEE; HELP OVERSEE THE OPERATION OF THE BURLEIGH CONSULTING GROUP PROFIT SHARING PLAN; 1% OF TIME SPENT

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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.
IAR
Tennessee
(6/9/2004)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2002About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1993About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Thomas Crews JR's CRS (Customer Relationship Summary).

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