Heath Aaron Crouch

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Community Foundation of Grant County, Indiana, Inc Marion, IN Start date: 8/3/2020 Board of Directors/Finance Com Hours per week: 0 Hours during trading: 0 I serve on the board of directors for The Community Foundation of Grant County. I offer my opinion on the effectiveness of the financial investments/strategy they are currently utilizing. I also serve as the Finance Committee Chair.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-04