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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Arnold Crouch is a financial advisor with Edward Jones. Jeffrey has been in the financial services industry since 1999. He has been registered with Edward Jones since 2016 and previously worked with UMPQUA INVESTMENTS, INC., MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and Edward Jones. Jeffrey is licensed in 15 states, including California, Arizona, Colorado, Florida, Idaho, Kansas, Nevada, New Mexico, New York, Ohio, Oregon, Utah, Vermont, and Washington. Jeffrey specializes in providing financial advice to individuals, businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
10/07/2016 - Present
Edward Jones (SANTA ROSA CA)
CA
09/18/2009 - 10/07/2016
UMPQUA INVESTMENTS, INC. (SANTA ROSA CA)
CA
06/01/2009 - 10/15/2009
MORGAN STANLEY SMITH BARNEY (SANTA ROSA CA)
CA
04/01/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA ROSA CA)
MO
02/02/1999 - 04/06/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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