Advisor at Crews & Associates, inc.
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Firm
Crews & Associates, inc.
Location
Searcy, AR 72145
Credentials
Series 66
Industry experience
9 years
Jason Jennings is a financial advisor at Crews & Associates, Inc. in Little Rock, Arkansas, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and Downing and Associates. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, and institutional investors. The firm employs a multi-disciplinary investment approach and uses Riskalyze’s Nitrogen tool to align client risk tolerance with model allocations, maintaining a non-discretionary advisory structure.
$50,000 - $100,000: 2.00% annually $100,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001+: Negotiated
Account minimum: $50,000 Fee-only: Standard advisory fees based on assets under management as per tiered schedule; fees are negotiable
314 N. Spring Street, P. O. Box 1009
Searcy, AR 72145
Arkansas · Colorado · Texas
Crews & Associates, Inc.
2020 - Present (6 years)
Bank of America, N.A.
2017 - 2020 (3 years)
Merrill
2017 - 2020 (3 years)
Edward Jones
2016 - 2017 (1 year)
Downing and Associates Inc.
2016 - 2016 (1 year)
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Broker-dealer / trader
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Bank
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Other specialized services
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Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFA®, Series 63
Searcy, AR
APEX Wealth Management
Series 63, Series 66
Searcy, AR
Crews & Associates, inc.
Series 63, Series 65
Searcy, AR
Crews & Associates, inc.
Series 63, Series 66
Searcy, AR
Crews & Associates, inc.
Series 63, Series 65
Searcy, AR
Crews & Associates, inc.
Series 65
Searcy, AR
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