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Aaron Crewse

26 Years of Experience
BrokerSells Insurance

Aaron Crewse is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in North Canton, OH, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6483 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7300 Whipple Avenue Nw, Suite 7, North Canton, OH, 44720

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron owns CJL Real Estate LLC since January 2025 and spends minimal time on it. He also has appointments to sell his own health insurance and life insurance with TransAmerica, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2009 - Present · 17 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2003 - April 2009 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2003 - April 2009 · 5 yrs 8 mos
Wachovia Securities, LLCBroker
July 2003 - August 2003 · 1 mo
Wachovia Securities, LLC
July 2003 - August 2003 · 1 mo
Prudential Securities Incorporated
September 1999 - July 2003 · 3 yrs 10 mos
Prudential Securities IncorporatedBroker
April 1999 - July 2003 · 4 yrs 3 mos
State Registrations8 states
FLMINCOHSCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Aaron Crewse - Financial Advisor | TrueAdvisor