John R. Crawford

COPPERWOOD FINANCIAL

HOMER GLEN, IL

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CRD#: 5544099

Professional summary

John Ross Crawford, who also goes by John Crawford, is a registered financial advisor currently at COPPERWOOD FINANCIAL located in Homer Glen, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Crawford

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Ross 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

February 3, 2025 - Present

COPPERWOOD FINANCIAL

RIA

CRD#: 310859

HOMER GLEN, IL

Past

March 3, 2020 - February 4, 2025

HORIZON WEALTH MANAGEMENT

RIA

CRD#: 170255

LA GRANGE, IL

Past

July 10, 2019 - July 10, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

LAGRANGE, IL

Past

April 15, 2015 - February 11, 2025

LPL FINANCIAL LLC

CRD#: 6413

LAGRANGE, IL

Past

July 31, 2014 - October 20, 2014

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

CRD#: 130139

PLYMOUTH, MN

Past

July 24, 2014 - October 27, 2014

LPL FINANCIAL LLC

CRD#: 6413

ITASCA, IL

Past

March 22, 2010 - May 20, 2014

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

CHICAGO, IL

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".

COPPERWOOD FINANCIAL

COPPERWOOD FINANCIAL | PRO ATHLETE WEALTH | COPPERWOOD FINANCIAL, INC.

CRD#: 310859 / SEC#: 801-134875

RIA

Registered Investment Advisory firm - (12/8/2025 Approved)

Arizona

Registered Investment Advisory firm - (12/8/2025 Terminated)

Florida

Registered Investment Advisory firm - (12/8/2025 Terminated)

Georgia

Registered Investment Advisory firm - (12/22/2025 Terminated)

Illinois

Registered Investment Advisory firm - (12/8/2025 Terminated)

Kentucky

Registered Investment Advisory firm - (12/8/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (12/10/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/8/2025 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

Florida
(2/18/2025)

IAR

Illinois
(2/3/2025)

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 66

Date: 7/9/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2010

General Securities Representative Examination

Current Firm

COPPERWOOD FINANCIAL

COPPERWOOD FINANCIAL | PRO ATHLETE WEALTH | COPPERWOOD FINANCIAL, INC.

CRD#: 310859 / SEC#: 801-134875

RIA

Registered Investment Advisory firm - (12/8/2025 Approved)

Arizona

Registered Investment Advisory firm - (12/8/2025 Terminated)

Florida

Registered Investment Advisory firm - (12/8/2025 Terminated)

Georgia

Registered Investment Advisory firm - (12/22/2025 Terminated)

Illinois

Registered Investment Advisory firm - (12/8/2025 Terminated)

Kentucky

Registered Investment Advisory firm - (12/8/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (12/10/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/8/2025 Terminated)

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Contact information

Main Address

745 Mcclintock Dr. Suite 308, Burr Ridge, IL 60527

Mailing Address

Phone number

(630) 581-8998

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COPPERWOOD FINANCIAL BROCHURE (12/8/2025)

Regulatory assets under management

Total Number of Accounts	748
AUM (Assets Under Management)	$ 108,386,000

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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Advisor Monitoring

Firm Stability Insights

John R. Crawford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Ross Crawford's CRS (Customer Relationship Summary).

Certified licenses

Experience

COPPERWOOD FINANCIAL

HORIZON WEALTH MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

LPL FINANCIAL LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

COPPERWOOD FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2019

SIE

Date: 10/1/2018

Series 7

Date: 3/19/2010

Current Firm

COPPERWOOD FINANCIAL

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPPERWOOD FINANCIAL

TRUST BUT VERIFY

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