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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

Jeffrey Arnold Crouch

Advisor at EDWARD JONES

SANTA ROSA, CA

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Search this name across graphsid dfx:ria:62dcdc20-e4aa-8baa-d974-ca3deae9635c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 3, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Feb 3, 1999
First registration: Jan 11, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 1965709

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Oct 7, 2016	n/a	yes	SANTA ROSA, CA	Current employment
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	Former SEC adviser	Sep 21, 2009	Oct 7, 2016	no	PORTLAND, OR\|PORTLAND, OR\|Napa, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 15, 2009	no	Santa Rosa, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jan 11, 2006	Jun 1, 2009	no	SANTA ROSA, CA\|SANTA ROSA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	EDWARD JONES	Oct 7, 2016	Oct 7, 2016	0	Firm change	Other
MORGAN STANLEY	STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	Oct 15, 2009	Sep 21, 2009	-24	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ EDWARD JONESRegistered adviserregistration: current employment
Oct 7, 2016 to presentfactForm ADV
→ STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCRegistered adviserregistration: previous registration
Sep 21, 2009 to Oct 7, 2016factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 15, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jan 11, 2006 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.