Jason Cyril Crawshaw
Investment adviser representative at The William Allan Corporation
22 yearsExperience
4 statesRegistered in
$204.4MFirm assets
5 yearsFirm in business
Are you Jason Cyril Crawshaw? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Crawshaw Cpa's, Inc.Jan 2017 to now
- The William Allan CorporationSep 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, NV, TX).
The William Allan Corporation
$204.4MAssets managed
239Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4183082
- Firm CRD
- 133147