JJ
Jonathon C. Juracek
CROW HOLDINGS CAPITAL
Dallas, TX 75219-3913
Some features on this profile are disabled
CRD#: 6275165
JJ
Professional summary
Jonathon Coe Juracek, who also goes by Coe Juracek, is a registered financial advisor currently at CROW HOLDINGS CAPITAL located in Dallas, Texas and CROW HOLDINGS SECURITIES, L.L.C. located in Dallas, Texas.
Jonathon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jonathon has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Coe Juracek
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.
Crow Holdings Capital Partners, L.L.C.; Investment related business; 3819 Maple Avenue, Dallas, Texas 75219; Real estate investment and development firm; Managing Director; 01/2011-Present; Approximately 160 hours a month; Responsible for business development and strategic initiative activities.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathon Coe Juracek'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
December 6, 2013 - Present
CROW HOLDINGS CAPITAL
Office #1: 3819 Maple Ave, Dallas, TX 75219-3913RIA
CRD#: 156925
Dallas, TX
Current
February 10, 2022 - Present
CROW HOLDINGS SECURITIES, L.L.C.
Office #1: 3819 Maple Avenue, Dallas, TX 75219Office #2: 3819 Maple Avenue, Dallas, TX 75219BD
CRD#: 308543
Dallas, TX
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".
CH
CROW HOLDINGS CAPITAL
CH MULTI-FAMILY BTH ADVISORS, L.P. | FUND VIII MANAGERS, L.L.C. | FUND VII MANAGERS, L.L.C. (RELYING ADVISOR) | FUND VII MANAGERS, L.L.C. | DANIEL ISLAND INVESTMENT PARTNERS GP, L.L.C. | CROW HOLDINGS SELF-STORAGE ADVISORS, L.P. | CROW HOLDINGS RETAIL ADVISORS II, L.P. | CROW HOLDINGS RETAIL ADVISORS I, L.P. | CROW HOLDINGS REALTY PARTNERS INVESTOR VII-B, L.P. | CROW HOLDINGS REALTY ADVISORS VIII, L.P. | CROW HOLDINGS REALTY ADVISORS VII, L.P. | CROW HOLDINGS REALTY ADVISORS VI, L.P. | CROW HOLDINGS REALTY ADVISORS V, L.P. | CROW HOLDINGS REALTY ADVISORS IV, L.P. | CROW HOLDINGS PARTNERS | CROW HOLDINGS CAPTIAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL REAL ESTATE | CROW HOLDINGS CAPITAL PARTRNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS | CROW HOLDINGS CAPITAL INVESTMENT PARTNERS | CROW HOLDINGS CAPITAL | CROW HOLDINGS | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P. (RELYING ADVISOR) | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P.
CRD#: 156925 / SEC#: 801-72434
RIA
Registered Investment Advisory firm - (6/14/2011 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/25/2022)
RR
Alaska(6/10/2022)
RR
Arizona(4/20/2022)
RR
Arkansas(3/24/2022)
RR
California(3/4/2022)
RR
Colorado(3/9/2022)
RR
Connecticut(3/23/2022)
RR
Delaware(3/16/2022)
RR
District of Columbia(3/21/2022)
RR
Florida(5/27/2022)
RR
Georgia(3/16/2022)
RR
Hawaii(4/1/2022)
RR
Idaho(2/25/2022)
RR
Illinois(5/26/2022)
RR
Indiana(9/28/2022)
RR
Iowa(2/23/2022)
RR
Kansas(5/2/2022)
RR
Kentucky(3/8/2022)
RR
Louisiana(2/28/2022)
RR
Maine(3/7/2022)
RR
Maryland(3/22/2022)
RR
Massachusetts(4/29/2022)
RR
Michigan(5/20/2022)
RR
Minnesota(12/22/2022)
RR
Mississippi(2/28/2022)
RR
Missouri(5/27/2022)
RR
Montana(5/18/2022)
RR
Nebraska(5/2/2022)
RR
Nevada(2/25/2022)
RR
New Hampshire(5/5/2022)
RR
New Jersey(5/23/2022)
RR
New Mexico(6/21/2022)
RR
New York(3/6/2022)
RR
North Carolina(2/25/2022)
RR
North Dakota(5/18/2022)
RR
Ohio(4/4/2022)
RR
Oklahoma(4/20/2022)
RR
Oregon(4/5/2022)
RR
Pennsylvania(3/1/2022)
RR
Puerto Rico(5/10/2022)
RR
Rhode Island(3/9/2022)
RR
South Carolina(5/24/2022)
RR
South Dakota(4/19/2022)
RR
Tennessee(5/2/2022)
IAR
Texas(12/6/2013)
RR
Texas(2/23/2022)
RR
Utah(2/23/2022)
RR
Vermont(5/2/2022)
RR
Virgin Islands(4/27/2022)
RR
Virginia(3/19/2022)
RR
Washington(4/19/2022)
RR
West Virginia(4/14/2022)
RR
Wisconsin(5/2/2022)
RR
Wyoming(6/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 6/3/2022
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 5/25/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CH
CROW HOLDINGS CAPITAL
CH MULTI-FAMILY BTH ADVISORS, L.P. | FUND VIII MANAGERS, L.L.C. | FUND VII MANAGERS, L.L.C. (RELYING ADVISOR) | FUND VII MANAGERS, L.L.C. | DANIEL ISLAND INVESTMENT PARTNERS GP, L.L.C. | CROW HOLDINGS SELF-STORAGE ADVISORS, L.P. | CROW HOLDINGS RETAIL ADVISORS II, L.P. | CROW HOLDINGS RETAIL ADVISORS I, L.P. | CROW HOLDINGS REALTY PARTNERS INVESTOR VII-B, L.P. | CROW HOLDINGS REALTY ADVISORS VIII, L.P. | CROW HOLDINGS REALTY ADVISORS VII, L.P. | CROW HOLDINGS REALTY ADVISORS VI, L.P. | CROW HOLDINGS REALTY ADVISORS V, L.P. | CROW HOLDINGS REALTY ADVISORS IV, L.P. | CROW HOLDINGS PARTNERS | CROW HOLDINGS CAPTIAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL REAL ESTATE | CROW HOLDINGS CAPITAL PARTRNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS | CROW HOLDINGS CAPITAL INVESTMENT PARTNERS | CROW HOLDINGS CAPITAL | CROW HOLDINGS | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P. (RELYING ADVISOR) | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P.
CRD#: 156925 / SEC#: 801-72434
RIA
Registered Investment Advisory firm - (6/14/2011 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3819 Maple Ave, Dallas, TX 75219-3913
Mailing Address
Phone number
(214) 661-8000
Established
Firm type
Fiscal year end
# of Employees
152
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 13,950,022,655 |
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.
Company Information
CROW HOLDINGS CAPITAL
CRD#: 156925Dallas, TX 75219-3913TRUST BUT VERIFY
Monitor Jonathon Juracek
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
