Edward Jones - Financial Advisor: Jake Crawford, CFP®|AAMS®|CRPC™|CRPS™

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-efficient investing

About

Jake Crawford is a financial advisor based in Lakeside, Texas, affiliated with Edward Jones. He provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investing. As a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), Jake is equipped to assist clients in navigating their financial journeys. His practice is dedicated to helping individuals and families achieve their financial goals through face-to-face consultations.

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