Jared Crawford (CRD# 7209551) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Myrtle Beach, SC and has over 3 years of experience in the finance industry. Jared Crawford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6180176
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5101922
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1806631
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Boundary House | Calabash, NC | Aug 2020 - Current | 3 |
| Prudential Insurance Company Of America | North Myrtle Beach, SC | Jul 2020 - Current | 3 |
| Pruco Securities, LLC | North Myrtle Beach, SC | Dec 2019 - Current | 4 |
| College Of Charleston | Charleston, SC | Sep 2019 - May 2020 | < 1 |
| Family Legacy Concepts | Charleston, SC | Sep 2019 - May 2020 | < 1 |
| Clark's Seafood & Chop House | Little River, SC | Aug 2014 - Aug 2019 | 5 |
| Halls Chophouse | Charleston, SC | Jan 2019 - May 2019 | < 1 |
| Surf Golf & Beach Club | North Myrtle Beach, SC | Jun 2017 - Aug 2017 | < 1 |
| Atlantic Watersports | North Myrtle Beach, SC | Jun 2016 - Aug 2016 | < 1 |
| City Of North Myrtle Beach | North Myrtle Beach, SC | Jun 2015 - Aug 2015 | < 1 |
| Lowes Foods | Little River, SC | Jun 2014 - Jan 2015 | < 1 |
| Unemployed | Little River, SC | Feb 1998 - Jun 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- SC
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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- Educational seminars/workshops
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