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Jake Crawford, Financial Advisor

FINANCIAL ADVISOR
Jake Crawford

CFP®, AAMS™, CRPC™, CRPS™
8401 Jacksboro Hwy, Suite 150, Lakeside, TX 76135opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • New Investors

About Jake

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. Every strategy we offer and every solution we recommend is based on what's most important to you and is tailored to your specific situation. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving your specific goals. My branch office administrator, Sondra,...

Work History

  • Edward JonesAugust 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Tarleton State UniversityBachelor of Business Admin

Team Members

  • Sondra Clester
    Sr. Branch Office Administrator
    FPQP®
  • Treyla Elliott
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(682) 235-0151

Fax

(855) 225-8637

Office Address

8401 Jacksboro Hwy
Suite 150
Lakeside, TX 76135opens in a new window

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