JC
Jake Crawford
TUSHAUS WEALTH MANAGEMENT
Scottsdale, AZ 85255
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CRD#: 7484154
JC
Professional summary
Jake Crawford is a registered financial advisor currently at TUSHAUS WEALTH MANAGEMENT located in Scottsdale, Arizona.
Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jake has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) EXP REALTOR; REALTOR; SCOTTSDALE, ARIZONA
CRS (Client Relationship Summary) - RIA
Click below to view Jake 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
December 1, 2023 - Present
TUSHAUS WEALTH MANAGEMENT
Office #1: 9141 E Hidden Spur Trail, Scottsdale, AZ 85255RIA
CRD#: 314067
Scottsdale, AZ
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
Arizona(12/1/2023)
Current Firm
TW
TUSHAUS WEALTH MANAGEMENT
HEALTHHARBOR FINANCIAL PLANNING | TUSHAUS WEALTH MANAGEMENT | TUSHAUS GROUP LLC
CRD#: 314067 / SEC#:
Arizona
Registered Investment Advisory firm - (5/10/2021 Approved)California
Registered Investment Advisory firm - (6/22/2021 Approved)Colorado
Registered Investment Advisory firm - (3/11/2022 Approved)Kansas
Registered Investment Advisory firm - (5/26/2022 Approved)Missouri
Registered Investment Advisory firm - (6/14/2022 Approved)South Dakota
Registered Investment Advisory firm - (3/7/2023 Approved)Texas
Registered Investment Advisory firm - (2/8/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9141 E Hidden Spur Trail, Scottsdale, AZ 85255
Mailing Address
Phone number
(480) 620-6560
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 338 |
| AUM (Assets Under Management) | $ 50,000,000 |
Red Flags
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