Jared Crawford, Cfp®, Cima®, Clu®, Chfc® Email and Phone Number
Jared Crawford, Cfp®, Cima®, Clu®, Chfc® work email
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Jared Crawford, Cfp®, Cima®, Clu®, Chfc® personal email
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
Rigden Capital Strategies
View- Website:
- rigdencapital.com
- Employees:
- 5
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Wealth ManagerRigden Capital StrategiesMyrtle Beach, Sc, Us -
FounderAtlantic Financial Services Nov 2022 - Present -
Financial PlannerPrudential Financial Jul 2020 - PresentNewark, New Jersey, UsAs 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. -
Finance Tutor/Academic AssistantCollege Of Charleston Sep 2019 - May 2020Charleston, 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. -
Portfolio Research AnalystFamily 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.
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ServerClark'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.
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Server Assistant/Food RunnerHalls 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. -
Server/CookSurf 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.
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Ocean Lifeguard/Beach CrewmanAtlantic 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. -
Ocean LifeguardCity Of North Myrtle Beach Jun 2015 - Aug 2015North 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. -
Bagger/CashierLowes Foods Jun 2014 - Jan 2015Winston-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
Jared Crawford, Cfp®, Cima®, Clu®, Chfc® Education Details
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The American College Of Financial ServicesFinancial Planning And Services -
Health Communications, IncTips Alcohol Certification -
College Of CharlestonMinor In Data Science -
University Of South CarolinaGeneral Studies And Humanities -
Cfp BoardCertified Financial Planner® -
The American College Of Financial ServicesChartered Life Underwriter (Clu®) -
The American College Of Financial ServicesChartered Financial Consultant (Chfc®) -
LimraThe Producer'S Guide To Market Conduct -
Nasbite InternationalCertified Global Business Professional (Cgbp) -
Bloomberg LpBloomberg Market Concepts -
Envestnet Institute On CampusCollege Of Charleston -
Microsoft CertificationsMicrosoft 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.
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