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Jeffrey Crouse, CFP®Financial Advisor

Phone: (800) 477-7458
Email: jeffrey.crouse@saltmarshadvisors.com
Resume: Download

Jeffrey is a financial advisor with Saltmarsh Financial Advisors, bringing experience in financial planning, portfolio management, and investment strategy. He works closely with individuals, families, and small businesses to help them align their financial goals, risk tolerance, and long-term objectives.

His expertise includes developing personalized financial plans and managing portfolios with a focus on growth, risk management, and diversification. Jeffrey’s approach is collaborative and client-focused, centered on clear communication, thoughtful planning, and helping clients feel confident in their financial journey. Outside of work, he enjoys staying active as a decent pickleball player and challenging himself as a Rubik’s Cube solver.

Education

B.B.A. of Finance - University of Kentucky

Certifications

Certified Financial Planner (CFP®)
FINRA Series 7, 63 & 66 Licenses
FL 2-15 Health & Life - Florida Department of Financial Services

Areas of Practice

Investment Management & Financial Planning

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info@saltmarshadvisors.com
(800) 477-7458

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Saltmarsh is the brand name under which Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund provide professional services. Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Saltmarsh CPAs, Inc. is a licensed independent CPA firm that provides attest services to its clients. Saltmarsh, Cleaveland & Gund and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the Saltmarsh brand are independently owned and are not liable for the services provided by any other entity providing the services under the Saltmarsh brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund.