Jaime Lee Croissant

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2021 → 06/2021
  Uniontown Area Highschool
  Uniontown, PA
• 06/2021 → 09/2021
  Unemployed
  Bulter, PA
• 09/2021 → 10/2021
  Peebles Elementary School
  Pittsburgh, PA
• 10/2021 → 05/2022
  Ingomar Elementary School
  Pittsburgh, PA
• 05/2022 → 07/2022
  Unemployed
  Butler, PA
• 08/2022 → 10/2022
  Hefren-Tillotson, Inc.
  Wexford, PA
• 10/2022 → 08/2023
  Robert W. Baird & Company, Inc.
  Wexford, PA
• 08/2023 → 10/2023
  Unemployed
  Allison Park, PA
• 10/2023 → 09/2025
  Touchstone Capital, Inc.
  Pittsburgh, PA
• 08/2016 → 12/2020
  Seton Hill University
  Greensburg, PA
• 09/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Pittsburgh, PA

Previous Registrations

• 2025-02-25 → 2025-12-31
  Touchstone Capital, Inc.
  Pittsburgh, PA

Other Businesses

(1)Name of Business: Address: 1490 Hedwig Drive , Allison Park, PA, 15101, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 08/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am an art teacher and I teach personal art lesson in my home once a week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-10