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James Crawford Jr.

Advisor at JHM Asset Management, LLC

Updated today

Location

Rosenberg, TX

Credentials

Series 63, Series 66

Industry experience

18 years

About

James Crawford is a financial advisor at JHM Asset Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fruth Investment Management from 2011 to 2018 before joining JHM Asset Management in 2018. JHM Asset Management provides discretionary investment management and consulting primarily for individual and high-net-worth clients, as well as retirement plan participant account administration. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and provides unique services in managing defined contribution plan participant and held-away retirement accounts through third-party platforms and order management systems.

Client services

Based on JHM Asset Management, LLC

Portfolio management Selection of other advisers

Expertise

Based on JHM Asset Management, LLC

Active portfolio management

Fee options

Percentage

$0 - $5,000,000: 1.1% $5,000,001 - $8,000,000: 0.70% $8,000,001+: 0.50%

Other

Account minimum: $150,000 Fee-only: Fee-only investment advisor, no commissions or other compensation from securities sales.

Location

Rosenberg, TX

Most active in

Texas

Work history

JHM Asset Management, LLC

2018 - Present (8 years)

Fruth Investment Management

2011 - 2018 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Sugar Land, TX

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Wealth management Annuities Life insurance needs analysis Long-term care insurance
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