About
Company Profile
Empowering individuals and businesses with personalized financial solutions.
At Atlantic Financial Services core, Atlantic Financial Services is driven by a passion for helping clients achieve their financial aspirations. Atlantic Financial Services pride ourselves on delivering not just services, but genuine care and support to guide you through your financial journey. With Atlantic Financial Services, you’ll find a partner you can rely on and who is committed to your success and well- being every step of the way.
About Atlantic Financial Services
Vision
Atlantic Fianancial Services vision is to inspire individuals and businesses to navigate their financial paths with purpose and resilience, creating a future filled with prosperity and peace of mind.
Mission
Atlantic Financial Services mission is to provide financial solutions that foster growth and security for our clients, guiding them with knowledge and care towards success.
Values
Atlantic Financial Services values including client-centricity are at the heart of our values, guiding everything we do, ensuring that we always prioritize the well-being and success of our clients.
Founder
Jared Crawford, CFP®, CIMA®, CLU®, ChFC®
Financial Planner
Jared Crawford has been in his current role as a Financial Planner since 2022 and has been with Prudential since 2020.
His goal is to help clients reach their financial goals and overcome financial challenges in his life. he is a believer in considering all the factors that may affect your immediate, short-term and long-term financial goals. Jared is passionate about educating clients on financial wellness and feels that it can be achievable for everyone, with a little guidance and planning.
Jared currently holds his FINRA Securities Industry Essential Examination (SIE), General Securities Representative Examination (Series 7TO), Uniform Combined State Law Examination (Series 66), Life, Accident & Health or Sickness, Variable Life and Variable Annuity, Property and Casualty Licenses.
Jared is a graduate of CofC (College of Charleston) in Charleston, SC where he graduated Cum Laude with a Bachelor of Science in Finance and Minor in Data Science. His current designations include CERTIFED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®).
Jared in his free time likes to stay active and healthy by cooking, playing sports, working out, golfing, and much more. He currently likes spending time with family and friends while traveling in his free time. he is born and raised in Myrtle Beach and likes to also concentrate on growing businesses.