DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeffrey Crouse

Charles Schwab & Co., Inc.national BDSarasota, Fldual registrantIAPD 6882088

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jeffrey Edwin Crouse

At current firm

0 y

since Jul 22, 2026

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Charles Schwab & Co., Inc. national BD current
since Jul 22, 2026 · Sarasota, Fl
Saltmarsh Financial Advisors, LLC independent RIA
Mar 17, 2026 to Jul 9, 2026 · Pensacola, Fl
Capital Markets Iq, LLC independent RIA
Jul 7, 2025 to Feb 11, 2026 · St. Petersburg, Fl
Strategic Advisers LLC national BD
Mar 31, 2025 to May 28, 2025 · Tampa, Fl
Fidelity Personal And Workplace Advisors former
Apr 1, 2019 to Mar 31, 2025 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

Saltmarsh Financial Advisors, LLC to Charles Schwab & Co., Inc.
left Jul 9, 2026, registered Jul 22, 2026 (13 days) · RIA to affiliated broker-dealer or bank
Capital Markets Iq, LLC to Saltmarsh Financial Advisors, LLC
left Feb 11, 2026, registered Mar 17, 2026 (34 days) · RIA to RIA
Strategic Advisers LLC to Capital Markets Iq, LLC
left May 28, 2025, registered Jul 7, 2025 (40 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address