DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jonathan Jarrett Crawford
Feed of 09/14/2026
At current firm
6 y
since Apr 17, 2020
In the industry
20 y
since Jul 27, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Keel Point, LLC independent RIA currentsince Apr 17, 2020 · Huntsville, Al
- Bb&T Securities, LLC formerJan 2, 2018 to Apr 20, 2020 · Charlotte, Nc
- Bb&T Investment Services, Inc. formerJan 27, 2009 to Jan 2, 2018 · Charlotte, Nc
- Bb&T Investment Services, Inc. formerJul 31, 2006 to Dec 31, 2008 · Knoxville, Tn
Moves
a registration end followed by a registration begin elsewhere
- Bb&T Securities, LLC to Keel Point, LLCleft Apr 20, 2020, registered Apr 17, 2020 (-3 days) · Affiliated broker-dealer or bank to independent RIA
- Bb&T Investment Services, Inc. to Bb&T Securities, LLCleft Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address