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John Linel Larsen

Investment adviser representative at Crewe Advisors
11 yearsExperience
1 stateRegistered in
$3.1BFirm assets
11 yearsFirm 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Crewe AdvisorsJun 2025 to now
  2. N/aApr 2025 to Jun 2025
  3. Utah Division of Technology ServicesJul 2024 to Apr 2025
  4. Ge AppliancesMay 2023 to Aug 2023
  5. Brigham Young University Economics DepartmentMay 2022 to Aug 2022
  6. Brigham Young UniversityAug 2021 to Apr 2024
  7. Martinez Immigration LawJun 2021 to Aug 2021
  8. N/aSep 2019 to Jul 2024
  9. O'brien Immigration LawMay 2019 to Sep 2019
  10. N/aDec 2015 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (UT).

Crewe Advisors

Legal name: Crewe Advisors LLC

$3.1BAssets managed
759Clients
26Advisers
11 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
8200176
Firm CRD
173920
Advisor's SEC record (opens in a new tab)
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