John T. Crews

BDC ADVISORY

MEMPHIS, TN 38117

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CRD#: 2341001

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Thomas Crews

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Thomas Crews JR's 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

June 9, 2004 - Present

BDC ADVISORY, LLC

Office #1: 465 Jack Kramer Drive, Suite 2, Memphis, TN 38117

RIA

CRD#: 124233

MEMPHIS, TN

Past

October 15, 2014 - August 31, 2017

KOVACK SECURITIES INC.

CRD#: 44848

Memphis, TN

Past

January 4, 2012 - October 15, 2014

RESOURCE HORIZONS GROUP LLC

CRD#: 104368

MEMPHIS, TN

Past

June 12, 2002 - January 3, 2012

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

MEMPHIS, TN

Past

July 23, 1993 - May 3, 1994

NBC CAPITAL MARKETS GROUP, INC.

CRD#: 18229

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

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

State Security Law Exam

Series 63

Date: 6/27/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/11/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/22/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BDC ADVISORY, LLC

CRD#: 124233 / SEC#:

Tennessee

Registered Investment Advisory firm - (10/23/1998 Approved)

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Contact information

Main Address

465 Jack Kramer Drive Suite 2, Memphis, TN 38117

Mailing Address

Phone number

(901) 767-2774

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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John T. Crews

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BDC ADVISORY, LLC

KOVACK SECURITIES INC.

RESOURCE HORIZONS GROUP LLC

B. RILEY WEALTH MANAGEMENT

NBC CAPITAL MARKETS GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/27/2002

SIE

Date: 8/31/2017

Series 7

Date: 6/11/2002

Series 6

Date: 7/22/1993

Current Firm

BDC ADVISORY, LLC

Contact information

Documents

Red Flags

Company Information

BDC ADVISORY, LLC

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