Paladin Research Report For:
Jason Crawshaw
William Allan, Inc.
About Jason Crawshaw
Jason C. Crawshaw, CPA, CEO & President of William Allan, Inc, has worked in capital markets and financial services for more than 33 years. Mr. Crawshaw started his career as a CPA with a big eight public accounting firm and moved into advising clients in 2001 as the co-founder of the Investment Advisor firm Crawshaw Capital Management, LLC. In addition to co-founding Crawshaw Capital, Mr. Crawshaw started the investment partnership of TWG Holdings, LLC. Having begun his career in public accounting with the Deloitte & Touche Financial Services Division, Mr. Crawshaw moved into private industry in 1994 where he spent five years with Farmers Insurance Group's Finance operation, specializing in securities reporting. He ended his career with Farmers as the Chief Financial Officer of FFS Holding, LLC, the parent company of Farmer's NASD registered broker-dealer, for which he was also the Financial and Operations Principle. After serving in the United State Air Force, Mr. Crawshaw attended Loyola Marymount University in Los Angeles, where he graduated cum laude in 1992 with a Bachelor of Science degree in Accounting. He was born in 1967, holds a CPA license in California, has successfully completed the NASD Financial & Operations Principal examination (Series 27), and the NASD Uniform Investment Adviser Law examination (Series 65). Mr. Crawshaw also directed the Finance function of the Goetzman Group for six years, and is the co-founder of the Gracie Charitable Trust, a 501(c)(3) organization dedicated to helping students make it to college and finding a cure for cancer. In his spare time, Mr. Crawshaw enjoys playing golf with his family, traveling and hiking.
See DisclosuresGeneral Information
Firm Start Year
- 2002
No. of Employees
- 5-9
automated call
- Yes
CRD#
- 4183082
Firm CRD#
- 133147
Name of Broker/Dealer
- Charles Schwab & Co, Inc.
Name of Custodial Firm
- Charles Schwab & Co, Inc.
Years of Experience in Financial Services
- 33
Number of Years with Current Firm
- 21
Work Experience
- In addition to being CEO & President of William Allan Inc, Mr. Crawshaw has held the position of Chief Financial Officer ("CFO") twice in his career. Once with the Goetzman Group, a boutique consulting firm, and with the Farmers Financial Solutions where he was also the Finance & Operations Principal.
Work with the following types of clients
- Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Advisory Services Provided
- Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Tax Advice and Services
Compliance
Registered Investment Advisor
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
- CPA
Securities Licenses
- Series 65
Firm Information
Firm's Number of Clients
- 225
Firm's Number of Managed Clients
- 225
Assets Managed by Firm
- $210,000,000
Advisor's Number of Clients
- 240
Advisor's Number of Managed Clients
- 240
Advisor's Number of Planning Clients
- 0
Assets Managed by Advisor
- $185,210,529
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- $250,000
Compensation Methods
- Based on Assets, Flat Fee
Fee % Based on Assets
- 1.25
Minimum Fee Charged for Managed Accounts
- 500
Minimum Fee Charged for Hourly Planning Accounts
- 250
Education
B.S. Accounting -
Loyola Marymount
05/11/1988 -07/08/1992
Bachelor of Science - Accounting
Loyola Marymount University
08/15/1990 -05/15/1992
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest. https://static1.squarespace.com/static/681a5326ccd68368da947f5a/t/6894ca4775c0a16061d53ecc/1754581575625/William+Allan+CRS+2024.pdf
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893135/paladinregistry-William-Allan,-Inc.-detailed-disclosure.html
Disclaimer
William Allan is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not constitute an endorsement of the firm by the SEC nor implies any specific level of skill or training. William Allan only transacts business in states in which it is properly registered or is excluded or exempted from registration. The information on this site is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Nothing on this site constitutes individual advice, a recommendation, or an offer to buy any specific investment, product or service. All investing involves risk, including the possible loss of principal. Certain investments may be speculative, involve a high degree of risk, may require a minimum investment, and may only be offered to qualified investors through offering memorandums. This material may contain assumptions that are forward-looking statements, which are based on certain assumptions of future events. Actual events are difficult to predict and may differ from those assumed. There can be no assurance that forward-looking statements will materialize or that actual results will not be materially different from those described herein. A copy of William Allan's current written disclosure brochure filed with the SEC, which discusses, among other things, William Allan's business practices, services, and fees, is available on the SECs website at adviserinfo.sec.gov.
Paladin Advisors