JC
John R. Crawford
COPPERWOOD FINANCIAL
HOMER GLEN, IL
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CRD#: 5544099
JC
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.
1) 02/24/2022 - Horizon Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/15/2014 - 160 Hours Per Month/160 Hours During Securities Trading. 2) 01/12/2023 - Horizon Private Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/15/2014 - 160 Hours Per Month/160 Hours During Securities Trading. 3) 01/18/2023 - Horizon Wealth Management - DBA: (Hybrid) Horizon Private Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 12/15/2014 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Horizon Wealth Management, an independent investment advisor firm. I started this business activity in 12/2014. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view John Ross Crawford'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®
NoneExperience
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
BD
CRD#: 6413
LAGRANGE, IL
Past
July 31, 2014 - October 20, 2014
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
BD
CRD#: 130139
PLYMOUTH, MN
Past
July 24, 2014 - October 27, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
ITASCA, IL
Past
March 22, 2010 - May 20, 2014
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
CHICAGO, IL
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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CF
COPPERWOOD FINANCIAL
COPPERWOOD FINANCIAL | PRO ATHLETE WEALTH | COPPERWOOD FINANCIAL, INC.
CRD#: 310859 / SEC#: 801-134875
Arizona
Registered Investment Advisory firm - (7/1/2021 Approved)Florida
Registered Investment Advisory firm - (8/22/2024 Approved)Georgia
Registered Investment Advisory firm - (7/16/2024 Approved)Illinois
Registered Investment Advisory firm - (10/15/2020 Approved)Kentucky
Registered Investment Advisory firm - (6/15/2022 Approved)North Carolina
Registered Investment Advisory firm - (5/2/2025 Approved)Texas
Registered Investment Advisory firm - (10/22/2024 Approved)Upgrade to AdvisorCheck Premium
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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
3
Documents
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.
