John Ross Crawford
Investment adviser representative at Copperwood Financial
12 yearsExperience
2 statesRegistered in
$119.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Copperwood FinancialFeb 2025 to now
- LPL Financial LLCApr 2015 to Jan 2025
- Horizon Wealth ManagementDec 2014 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
Copperwood Financial
Legal name: Copperwood Financial, Inc.
$119.6MAssets managed
262Clients
3Advisers
Under 1 yearIn 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
- 5544099
- Firm CRD
- 310859