Jeffrey Edwin Crouse
Investment Adviser Representative at Saltmarsh Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Edwin Crouse is an investment adviser representative with Saltmarsh Financial Advisors, LLC in Tampa, FL, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Capital Markets IQ, LLC and Strategic Advisers LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Brokerage Services LLCNov 2017 – May 2025Tampa, FL
- Pon Holdings - Equipment DepotJun 2015 – Oct 2017Cincinnati, OH
- Fidelity InvestmentsMar 2025 – May 2025Tampa, FL
- Apex Wealth Consultants IncJul 2025 – Feb 2026Tampa, FL
- Saltmarsh Financial Advisors, LLCFeb 2026 – Jun 2026Tampa, FL
- Charles Schwab & Co., Inc.Jun 2026 – no end date reportedSarasota, FL
- Charles Schwab Bank, SSBJun 2026 – no end date reportedSarasota, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Saltmarsh Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Pensacola, FL
- SEC file number:
- 801-110278
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 19, 2026
View full firm profileOther advisors at Saltmarsh Financial Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Edwin Crouse has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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