![Jason Crawshaw](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Jason C.
Crawshaw, CPA, is a President & Chief Compliance Officer at The William Allan Corp.
He has spent over 30 years crafting a well-rounded finance career defined by the highest level of combined tax and investing expertise.
Mr. Crawshaw has filled the roles of Chief Executive Officer, Chief Operating Officer, and Chief Financial Officer for distinguished financial organizations.
For the past 19 years he has assisted clients, both individuals & organizations alike, in achieving tax effective investment success by minimizing taxes while maximizing investment returns.
He was employed as a Principal by Fifty-Six Group.
He received his undergraduate degree from Loyola Marymount University.
Postes actifs de Jason Crawshaw
| Sociétés | Poste | Début |
|---|---|---|
The William Allan Corp.
 The William Allan Corp. Investment ManagersFinance William Allan aims to assist clients to achieve their investment goal(s) through the growth of their capital. They have two investment strategies, Core Equity and Income+. Simply, one is geared to grow wealth to the point where the other takes over with the main goal of creating meaningful income while still experiencing growth. Central to both strategies are the use of individual stocks and then the introduction of more income-focused securities (i.e., REITs, preferred stocks, utilities, and bonds) to client’s portfolio to meet their individual income needs. Building these portfolios of individual securities is the only way to meet client's specific income and growth goals/needs. | Directeur Général | 01/01/2004 |
Anciens postes connus de Jason Crawshaw
| Sociétés | Poste | Fin |
|---|---|---|
Fifty-Six Group
 Fifty-Six Group Investment ManagersFinance Fifty-Six Group employs an Index Plus investment strategy that places cost effective indices at the core of their portfolios to ensure the achievement of market returns. The firm surrounds these indices with more focused investments that seek to stretch market returns without taking on unwarranted risks. Once a client's investment objectives are determined, Fifty-Six Group seeks to buy high quality investments when the risk/reward ratio is the client's favor and that offer the potential to provide returns that will exceed their requirements over the long-term. The firm's portfolios' core holdings typically include stocks, index funds and ETFs | Directeur en chef des Investissements | - |
Formation de Jason Crawshaw
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
37
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Fifty-Six Group
Fifty-Six Group Investment ManagersFinance Fifty-Six Group employs an Index Plus investment strategy that places cost effective indices at the core of their portfolios to ensure the achievement of market returns. The firm surrounds these indices with more focused investments that seek to stretch market returns without taking on unwarranted risks. Once a client's investment objectives are determined, Fifty-Six Group seeks to buy high quality investments when the risk/reward ratio is the client's favor and that offer the potential to provide returns that will exceed their requirements over the long-term. The firm's portfolios' core holdings typically include stocks, index funds and ETFs | Finance |
Loyola Marymount University
 Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The William Allan Corp.
The William Allan Corp. Investment ManagersFinance William Allan aims to assist clients to achieve their investment goal(s) through the growth of their capital. They have two investment strategies, Core Equity and Income+. Simply, one is geared to grow wealth to the point where the other takes over with the main goal of creating meaningful income while still experiencing growth. Central to both strategies are the use of individual stocks and then the introduction of more income-focused securities (i.e., REITs, preferred stocks, utilities, and bonds) to client’s portfolio to meet their individual income needs. Building these portfolios of individual securities is the only way to meet client's specific income and growth goals/needs. | Finance |
