Jeffrey E. Crouse
CAPITAL MARKETS IQ | Financial Consultant
St. Petersburg, FL 33707
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CRD#: 6882088
Professional summary
Jeffrey Edwin Crouse, who also goes by Jeffrey Crouse, is a registered financial advisor currently at CAPITAL MARKETS IQ, LLC located in St. Petersburg, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jeffrey has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I approach the role of Financial Consultant to help improve clients chances of achieving their financial goals by providing assistance with planning and solutions involving in-depth investment management, retirement planning, portfolio guidance, tax strategies, and complex business partner relationships. I establish these relationships with integrity and trust at the forefront throughout the entirety of our relationship
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Crouse
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Edwin Crouse's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
University of Kentucky
Finance - Business and Economics
2015
Experience
Current
July 7, 2025 - Present
CAPITAL MARKETS IQ, LLC
Office #1: 5308 Central Avenue, St. Petersburg, FL 33707RIA
CRD#: 134921
St. Petersburg, FL
Past
March 31, 2025 - May 28, 2025
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ST PETERSBURG, FL
Past
April 1, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TAMPA, FL
Past
December 22, 2017 - May 28, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
TAMPA, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CM
CAPITAL MARKETS IQ, LLC
0X PRIVATE WEALTH | WEISE CAPITAL ADVISERS | VERACITY FINANCIAL SERVICES | VERACITY ADVISORS | THE SKYHAWK ETF STRATEGY | TANDEM FINANCIAL | SURETY WEALTH MANAGEMENT | SECURE RETIREMENT SOLUTIONS | SEAGATE GLOBAL WEALTH MANAGEMENT | SAGE CAPITAL ADVISORS | RETIRE ORLANDO | PENG FINANCIAL GROUP | NOBLESTONE CAPITAL ADVISORS | MONAMIE WEALTH & RETIREMENT | LONGHORN WEALTH MANAGEMENT, LLC | LONGHORN CAPITAL MANAGEMENT, LLC | LONGHORN CAPITAL ADVISORS | KUZMA FINANCIAL SERVICES | KOI STRATEGIES | KING HARBOR WEALTH MANAGEMENT | IQINVEST | INTRALINE ASSET MANAGEMENT | FIRST SECURITY INVESTMENTS ADVISORS | EXECUTIVE SERVICES | DYNAMIC RETIREMENT SOLUTIONS | DRAWBRIDGE WEALTH | CAPITAL MARKETS IQ, LLC | CAMBRIDGE CAPITAL WEALTH | BURROS WEALTH MANAGEMENT | BRIGHTSMITH ADVISORS | BERING FINANCIAL | ACCORD CAPITAL
CRD#: 134921 / SEC#: 801-69992
RIA
Registered Investment Advisory firm - (4/3/2009 Approved)Texas
Registered Investment Advisory firm - (4/3/2009 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/7/2025)
IAR
Florida(7/10/2025)
IAR
New York(7/7/2025)
IAR
Ohio(7/7/2025)
IAR
Texas(7/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CM
CAPITAL MARKETS IQ, LLC
0X PRIVATE WEALTH | WEISE CAPITAL ADVISERS | VERACITY FINANCIAL SERVICES | VERACITY ADVISORS | THE SKYHAWK ETF STRATEGY | TANDEM FINANCIAL | SURETY WEALTH MANAGEMENT | SECURE RETIREMENT SOLUTIONS | SEAGATE GLOBAL WEALTH MANAGEMENT | SAGE CAPITAL ADVISORS | RETIRE ORLANDO | PENG FINANCIAL GROUP | NOBLESTONE CAPITAL ADVISORS | MONAMIE WEALTH & RETIREMENT | LONGHORN WEALTH MANAGEMENT, LLC | LONGHORN CAPITAL MANAGEMENT, LLC | LONGHORN CAPITAL ADVISORS | KUZMA FINANCIAL SERVICES | KOI STRATEGIES | KING HARBOR WEALTH MANAGEMENT | IQINVEST | INTRALINE ASSET MANAGEMENT | FIRST SECURITY INVESTMENTS ADVISORS | EXECUTIVE SERVICES | DYNAMIC RETIREMENT SOLUTIONS | DRAWBRIDGE WEALTH | CAPITAL MARKETS IQ, LLC | CAMBRIDGE CAPITAL WEALTH | BURROS WEALTH MANAGEMENT | BRIGHTSMITH ADVISORS | BERING FINANCIAL | ACCORD CAPITAL
CRD#: 134921 / SEC#: 801-69992
RIA
Registered Investment Advisory firm - (4/3/2009 Approved)Texas
Registered Investment Advisory firm - (4/3/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Arlington, TX
Mailing Address
2810 N Church St Pmb 52811, Wilmington, DE 19802
Phone number
(310) 882-6380
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 827 |
| AUM (Assets Under Management) | $ 450,873,705 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 01/28/2025 | ||
| 08/22/2023 |
Red Flags
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Company Information
CAPITAL MARKETS IQ, LLC
Financial ConsultantCRD#: 134921St. Petersburg, FL 33707TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
