Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason James Crouch is a financial advisor with Stifel, Nicolaus & Company, Inc. Jason has been in the securities industry for over two decades. Jason has a strong track record of helping individuals and families reach their financial goals. He is a Registered Representative of Stiefel, Nicolaus & Company, Inc. and a Registered Investment Advisor. Jason is committed to providing his clients with personalized financial advice and guidance. Jason provides financial planning and portfolio management services to individuals, families, and businesses. He is also a member of the Prairie Hill School District 133 Board of Education. Jason is a resident of Rockford, Illinois.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (ROCKFORD IL)
IL
09/01/2004 - 03/16/2018
B. C. ZIEGLER AND COMPANY (ROCKFORD IL)
NY
10/29/2001 - 08/30/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
01/31/2001 - 05/18/2001
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 03/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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