Jason Crawshaw has been President/Chief Compliance Officer of The William Allan since August 2022, is a control person of the firm and directly owns 75% or more of it. Jason Crawshaw holds a Bachelor of Science in Accounting from Loyola Marymount University.
The William Allan Corporation is a Fort Collins, CO firm with $204M under management, 239 clients and 2 advisers across 2 offices, as of its April 2026 filing.
Jason C. Crawshaw is CEO and President of William Allan. He has worked in capital markets and financial services for more than 33 years, starting as a CPA with a Big Eight public accounting firm, and moved into advising clients in 2001 as co-founder of the investment advisory firm Crawshaw Capital Management, LLC. He also started the investment partnership TWG Holdings, LLC, and earlier spent five years in the finance operation of Farmers Insurance Group, ending as Chief Financial Officer of FFS Holding, LLC.
Jason Crawshaw’s longest registration is the current one, 21 years at The William Allan since 2005. Before joining The William Allan in 2005, Jason Crawshaw was registered through Fifty-Six Group.
- – present · 21 yearsFort Collins, CO · Adviser representative · Firm CRD 133147
- Fifty-Six Group– · 6 yearsLong Beach, CA · Adviser representative · Firm CRD 125674
Professional designations
Listed by The William Allan
- CPA
Investment adviser representative registrations
Jason Crawshaw is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from January 2005; the most recent is Colorado, in May 2023.
- CaliforniaSince 10 January 2005
- ColoradoSince 8 May 2023
- NevadaSince 20 August 2019
- TexasResidentSince 17 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 September 2001 |
| Series 27 | Financial and Operations Principal Examination | 26 April 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Financial and Operations Principal Examination
- Full name
- Jason Cyril Crawshaw
- CRD
- 4183082
- Firm
- The William Allan · CRD 133147
- Role
- President/Chief Compliance Officer
- Office
- 3711 JOHN F KENNEDY PKWY., SUITE 420, Fort Collins, CO 80525
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- willallan.com
Where does Jason Crawshaw work?
Jason Crawshaw has been President/Chief Compliance Officer of The William Allan Corporation since August 2022, and is a control person of the firm.
Is Jason Crawshaw a financial advisor?
Yes. Jason Crawshaw has a current investment-adviser registration in California, Colorado, Nevada and Texas, through The William Allan since January 2005.
How many years of experience does Jason Crawshaw have?
Jason Crawshaw has 24 years in the financial industry, since January 2002, across 2 adviser firms.
What exams has Jason Crawshaw passed?
Jason Crawshaw has passed 2 licensing exams: the Series 27 and Series 65. The earliest, the Series 27, was passed in April 2000.
Where is Jason Crawshaw based?
Jason Crawshaw’s registered office is in Fort Collins, CO.
Is Jason Crawshaw registered with FINRA?
No. Jason Crawshaw has no current broker registration.
How can I verify Jason Crawshaw’s record?
Search CRD 4183082 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Crawshaw’s full registration record.