Jonathan J. Crawford

Senior Wealth Advisor at Keel Point

Role
Senior Wealth Advisor at Keel Point
Location
Birmingham, AL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Wealth Advisor

    Keel Point

    Apr 2020 — Present · Birmingham, GB

Education

  • Bank Administration Institute (BAI) Graduate School of Banking

    Graduate with Honors

  • Auburn University

    International Business, Finance

  • American Bankers Association (ABA)

    Private Wealth School, Family Office, Wealth Management and Advanced Planning Strategies

Skills

  • Wealth Management
  • Loans
  • Wealth
  • Credit
  • Retirement Planning
  • Investments
  • Series 63
  • Financial Services
  • Series 7
  • Portfolio Management

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Jonathan J. Crawford — Email, Phone Number & Contact Info | Unifers