John Crawford has been an investment adviser representative at Copperwood Financial since February 2025, and is not listed among the firm’s executive officers or direct owners.
Copperwood Financial, Inc. is a Burr Ridge, IL firm with $120M under management, 262 clients and 3 advisers across 3 offices, as of its March 2026 filing.
John Crawford is Senior Financial Advisor at Copperwood Financial, Inc. He serves individuals and retirement plans for small to mid size companies. He has worked at larger investment management firms for the past 17 years.
John Crawford’s longest registration was 4 years at Horizon Wealth Management (2020–2025). Before joining Copperwood Financial in 2025, John Crawford was registered through Horizon Wealth Management and LPL Financial LLC.
- Copperwood FinancialCurrent– present · 1 yearHomer Glen, IL · Adviser representative · Firm CRD 310859
- Horizon Wealth Management– · 4 yearsLa Grange, IL · Adviser representative · Firm CRD 170255
- LPL Financial LLC– · under a yearLagrange, IL · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
John Crawford is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- FloridaSince 18 February 2025
- IllinoisSince 3 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 July 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 19 March 2010 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- John Ross Crawford
- CRD
- 5544099
- Firm
- Copperwood Financial · CRD 310859
- Office
- Homer Glen, IL
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copperwoodfinancial.com
Where does John Crawford work?
John Crawford is an investment adviser representative registered through Copperwood Financial, Inc. since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is John Crawford a financial advisor?
Yes. John Crawford has a current investment-adviser registration in Florida and Illinois, through Copperwood Financial since February 2025.
How many years of experience does John Crawford have?
John Crawford has 15 years in the financial industry, since November 2010, across 3 adviser firms.
What exams has John Crawford passed?
John Crawford has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2010. FINRA credited John Crawford with the SIE, which began in October 2018.
Where did John Crawford work before Copperwood Financial?
Before Copperwood Financial, John Crawford was registered through LPL Financial LLC, July 2019 to July 2019.
Where is John Crawford based?
John Crawford’s registered office is in Homer Glen, IL.
Is John Crawford registered with FINRA?
No. John Crawford has no current broker registration.
How can I verify John Crawford’s record?
Search CRD 5544099 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Crawford’s full registration record.
