Jared Crawford, Cfp®, Cima®, Clu®, Chfc®

Jared Crawford, Cfp®, Cima®, Clu®, Chfc® Email and Phone Number

Wealth Manager @ Rigden Capital Strategies
Myrtle Beach, SC, US
Jared Crawford, Cfp®, Cima®, Clu®, Chfc®'s Location
Greater Myrtle Beach Area, United States, United States
Jared Crawford, Cfp®, Cima®, Clu®, Chfc®'s Contact Details

Jared Crawford, Cfp®, Cima®, Clu®, Chfc® work email

Jared Crawford, Cfp®, Cima®, Clu®, Chfc® personal email

n/a
About Jared Crawford, Cfp®, Cima®, Clu®, Chfc®

800-767-4055afsgbl.comLife is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover:• Retirement planning• Education planning • Estate planning strategies • Risk Management • Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow StatementsYou have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner or through another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may sell other services and products to you in his or her capacities as (i) an investment adviser representative ("Advisory Representative"), (ii) registered representative of Pruco Securities, LLC, and/or (iii) a licensed insurance agent of Prudential (collectively "Prudential Representative".)1066845-00002-00

Jared Crawford, Cfp®, Cima®, Clu®, Chfc®'s Current Company Details
Rigden Capital Strategies

Rigden Capital Strategies

View
Wealth Manager
Myrtle Beach, SC, US
Employees:
5
Jared Crawford, Cfp®, Cima®, Clu®, Chfc® Work Experience Details
  • Rigden Capital Strategies
    Wealth Manager
    Rigden Capital Strategies
    Myrtle Beach, Sc, Us
  • Atlantic Financial Services
    Founder
    Atlantic Financial Services Nov 2022 - Present
  • Prudential Financial
    Financial Planner
    Prudential Financial Jul 2020 - Present
    Newark, New Jersey, Us
    As Financial Planner:• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
  • College Of Charleston
    Finance Tutor/Academic Assistant
    College Of Charleston Sep 2019 - May 2020
    Charleston, Sc, Us
    • In depth knowledge of the procedures necessary to provide students with a better understanding of Finance.• Assisted students in acquiring better understanding of targeted weak areas within Finance.• Assisted with research and analysis of academic papers.
  • Family Legacy Concepts
    Portfolio Research Analyst
    Family Legacy Concepts Sep 2019 - May 2020
    • Created 20 day and 200 day moving average figures, plus a proprietary ratio measure from Bill Sherman, of the St. Louis-based investment market research firm, The Sherman Sheet. •Coordinated with another intern analyst, the ranking of over 50 foreign ETFs, according to month-end indicators. • Constructed hypothetical portfolios of 5 top-ranked funds and calculated the returns for these monthly reallocations.• Consolidated historic data for over 53 international equity exchange traded funds, since each fund's inception.• Studied difference of these investments to international equity benchmarks.
  • Clark'S Seafood & Chop House
    Server
    Clark'S Seafood & Chop House Aug 2014 - Aug 2019
    • Memorized restaurant’s alcoholic beverages, and dinner entrees, capitalizing on up selling food and beverage to increase sales. • Wrote patrons’ food orders on slips, memorized orders, or enter orders into computers for transmittal to kitchen staff in a 200+ seat restaurant. • Effectively communicated with managers, team members, and kitchen staff to serve food and beverages that exceeded guests’ expectations. • Consistently exceeded sales goals by efficiently managing tables and multi-tasking.
  • Halls Chophouse
    Server Assistant/Food Runner
    Halls Chophouse Jan 2019 - May 2019
    • Performed at a fast pace while working as a team member, and helping other staff learn, food and drink run, and maintain communication.• Maintained a designated section within the restaurant with 500+ guest. • Greeted tables with water and bread in a timely fashion.
  • Surf Golf & Beach Club
    Server/Cook
    Surf Golf & Beach Club Jun 2017 - Aug 2017
    • Presented menus to patrons and answer questions about menu items, making recommendations upon request. • Performed at a fast pace while working as a team member, and helping other staff learn, food and drink run, and maintain communication. • Communicated with kitchen staff to ensure accurate and timely order preparation. • Continually followed up with guest to property fulfill additional requests.
  • Atlantic Watersports
    Ocean Lifeguard/Beach Crewman
    Atlantic Watersports Jun 2016 - Aug 2016
    • Maintained continuous surveillance of people in the ocean. • Communicated with other lifeguards and supervisors. • Assisted patrons when appropriate or necessary.• Identified potential accident hazards.
  • City Of North Myrtle Beach
    Ocean Lifeguard
    City Of North Myrtle Beach Jun 2015 - Aug 2015
    North Myrtle Beach, South Carolina, Us
    • Watched all simmers and engaged in a rescue if a swimmer was in danger. • Protected and treated beach patrons in first aid, and emergencies. • Maintained responsibility of a lifeguard and certification of CPR.• Enforced the rules for safety.
  • Lowes Foods
    Bagger/Cashier
    Lowes Foods Jun 2014 - Jan 2015
    Winston-Salem, North Carolina, Us
    • Assisted customers with finding grocery items. • Checked the customer out at the register.• Organized groceries for customer’s ease.

Jared Crawford, Cfp®, Cima®, Clu®, Chfc® Skills

Finance Microsoft Excel Python Sales Soccer Data Analysis Statistical Data Analysis Data Modeling Financial Analysis Financial Modeling Corporate Finance Financial Services Financial Planning Financial Risk Analytics Risk Management Data Mining Equities Wealth Management Microsoft Office R Tableau Github Html Bloomberg Customer Service Lifeguarding Data Science Data Analytics Weka Fintech

Jared Crawford, Cfp®, Cima®, Clu®, Chfc® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning And Services
  • Health Communications, Inc
    Health Communications, Inc
    Tips Alcohol Certification
  • College Of Charleston
    College Of Charleston
    Minor In Data Science
  • University Of South Carolina
    University Of South Carolina
    General Studies And Humanities
  • Cfp Board
    Cfp Board
    Certified Financial Planner®
  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Life Underwriter (Clu®)
  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Financial Consultant (Chfc®)
  • Limra
    Limra
    The Producer'S Guide To Market Conduct
  • Nasbite International
    Nasbite International
    Certified Global Business Professional (Cgbp)
  • Bloomberg Lp
    Bloomberg Lp
    Bloomberg Market Concepts
  • Envestnet Institute On Campus
    Envestnet Institute On Campus
    College Of Charleston
  • Microsoft Certifications
    Microsoft Certifications
    Microsoft Office Specialist: Microsoft Office 2016

Frequently Asked Questions about Jared Crawford, Cfp®, Cima®, Clu®, Chfc®

What company does Jared Crawford, Cfp®, Cima®, Clu®, Chfc® work for?

Jared Crawford, Cfp®, Cima®, Clu®, Chfc® works for Rigden Capital Strategies

What is Jared Crawford, Cfp®, Cima®, Clu®, Chfc®'s role at the current company?

Jared Crawford, Cfp®, Cima®, Clu®, Chfc®'s current role is Wealth Manager.

What is Jared Crawford, Cfp®, Cima®, Clu®, Chfc®'s email address?

Jared Crawford, Cfp®, Cima®, Clu®, Chfc®'s email address is ja****@****ial.com

What schools did Jared Crawford, Cfp®, Cima®, Clu®, Chfc® attend?

Jared Crawford, Cfp®, Cima®, Clu®, Chfc® attended The American College Of Financial Services, Health Communications, Inc, College Of Charleston, University Of South Carolina, Cfp Board, The American College Of Financial Services, The American College Of Financial Services, Limra, Nasbite International, Bloomberg Lp, Envestnet Institute On Campus, Microsoft Certifications.

What skills is Jared Crawford, Cfp®, Cima®, Clu®, Chfc® known for?

Jared Crawford, Cfp®, Cima®, Clu®, Chfc® has skills like Finance, Microsoft Excel, Python, Sales, Soccer, Data Analysis, Statistical Data Analysis, Data Modeling, Financial Analysis, Financial Modeling, Corporate Finance, Financial Services.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.