Aaron Thomas Crewse

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

• 04/2009 → Present
  Raymond James Financial Services
  North Canton, OH
• 04/2009 → Present
  Raymond James Financial Services Advisors Inc.
  North Canton, OH

Previous Registrations

• 2003-08-11 → 2009-04-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Akron, OH
  Akron, OH
• 2003-07-01 → 2003-08-13
  Wells Fargo Clearing Services, Llc
  Akron, OH
• 1999-09-12 → 2003-07-01
  Prudential Equity Group, Llc
  Akron, OH

Other Businesses

(1)Name of Business: CJL Real Estate LLC Address: 7300 Whipple Ave NW Ste 7, North Canton, OH, 44720-7159, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Control Person of CJL Real Estate LLC (2)Name of Business: N/A Address: 7300 Whipple Ave NW Ste 7, North Canton, OH, 44720, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/15/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Appointment for sale and compensation on own health insurance (3)Name of Business: NA Address: 7300 Whipple Ave NW Suite 7, North Canton, OH, 44720, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/28/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Appointment for sale and comp of life insurance with TransAmerica (4)Name of Business: Wright LaHaie Jarvis Wealth Advisors Address: 7300 Whipple Ave NW Ste 7, North Canton, OH, 44720-7159, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/16/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. Not a part of WLJ Advisors. ICD FA.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-05
• S63 Uniform Securities Agent State Law Examination
  1999-04-13

Other Names

• Aaron Crewse