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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

JEFFREY CROUSE

Advisor at CHARLES SCHWAB & CO., INC.

Sarasota, FL

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Search this name across graphsid dfx:ria:e341db95-ccea-f70f-e01b-fa8fae018d4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Apr 1, 2019 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: CHARLES SCHWAB & CO., INC.
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: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 1, 2018
First registration: Apr 1, 2019
Dual registered: yes, broker-dealer
Other names: JEFFREY EDWIN CROUSE|JEFFREY CROUSE
IAPD individual key: 6882088

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
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 22, 2026	n/a	yes	Sarasota, FL	Current employment
SALTMARSH FINANCIAL ADVISORS, LLC	Independent wealth	Mar 17, 2026	Jul 9, 2026	no	PENSACOLA, FL\|Tampa, FL	Previous registration
CAPITAL MARKETS IQ, LLC	Independent wealth	Jul 7, 2025	Feb 11, 2026	no	St. Petersburg, FL\|ARLINGTON, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	May 28, 2025	no	TAMPA, FL\|ST PETERSBURG, FL\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 1, 2019	Mar 31, 2025	no	TAMPA, FL	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
SALTMARSH FINANCIAL ADVISORS, LLC	CHARLES SCHWAB & CO., INC.	Jul 9, 2026	Jul 22, 2026	13	Firm change	RIA to ibd
CAPITAL MARKETS IQ, LLC	SALTMARSH FINANCIAL ADVISORS, LLC	Feb 11, 2026	Mar 17, 2026	34	Firm change	RIA to RIA
STRATEGIC ADVISERS LLC	CAPITAL MARKETS IQ, LLC	May 28, 2025	Jul 7, 2025	40	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd

Relationships

Registered with (5)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Jul 22, 2026 to presentfactForm ADV
→ SALTMARSH FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 17, 2026 to Jul 9, 2026factForm ADV
→ CAPITAL MARKETS IQ, LLCRegistered adviserregistration: previous registration
Jul 7, 2025 to Feb 11, 2026factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to May 28, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 1, 2019 to Mar 31, 2025factForm ADV

Dated events

Occurred
Jul 9, 2026
Advisor changed firm
Jeffrey Crouse left Saltmarsh Financial Advisors, Llc for Charles Schwab & Co., Inc. (registered 2026-07-22)
Form ADVobserved 5 days ago
Occurred
Feb 11, 2026
Advisor changed firm
Jeffrey Crouse left Capital Markets Iq, Llc for Saltmarsh Financial Advisors, Llc (registered 2026-03-17)
Form ADVobserved 5 days ago
Occurred
May 28, 2025
Advisor changed firm
Jeffrey Crouse left Strategic Advisers Llc for Capital Markets Iq, Llc (registered 2025-07-07)
Form ADVobserved 5 days ago