Jeret James Crouse
Investment adviser representative at Osaic Wealth, Inc.
16 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Jeret James Crouse? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Osaic Wealth, Inc.Aug 2025 to now
- Caledonian FinancialAug 2025 to now
- Horrell CompanyNov 2023 to now
- N/aJun 2023 to Oct 2023
- Property Friends TnMar 2022 to Sep 2022
- CloudoneMay 2020 to Aug 2020
- Lipscomb UniversityAug 2019 to May 2023
- Cracker BarrellMay 2019 to Aug 2019
- Goodpasture Christian SchoolAug 2010 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8150338
- Firm CRD
- 23131