# JEFFREY CROUSE

JEFFREY CROUSE is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2026-07-22 | present | Yes |
| [SALTMARSH FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/132248) | 2026-03-17 | 2026-07-09 | — |
| [CAPITAL MARKETS IQ, LLC](https://search.stillhousedata.com/firm/134921) | 2025-07-07 | 2026-02-11 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | 2025-05-28 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2019-04-01 | 2025-03-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6882088)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6882088.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.