John R. Crowell
Professional summary
John Robert Crowell, who also goes by John R Crowell, is a registered financial advisor currently at LIBERTY ONE INVESTMENT MANAGEMENT located in Colorado Springs, Colorado.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Crowell's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 7, 2024 - Present
LIBERTY ONE INVESTMENT MANAGEMENT
June 18, 2020 - January 11, 2021
T. ROWE PRICE ADVISORY SERVICES, INC.
June 18, 2020 - January 11, 2021
T. ROWE PRICE INVESTMENT SERVICES, INC.
August 16, 2019 - August 21, 2019
ORION PORTFOLIO SOLUTIONS, LLC
February 28, 2011 - August 30, 2018
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
LIBERTY ONE INVESTMENT MANAGEMENT
CRD#: 304290 / SEC#: 801-116826
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/7/2024)
Exams
Current Firm
LIBERTY ONE INVESTMENT MANAGEMENT
CRD#: 304290 / SEC#: 801-116826
Contact information
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 17,279 |
| AUM (Assets Under Management) | $ 2,378,579,630 |
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.
