AC
AC

Aaron Thomas Crewse

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
6151 advisors
Number of Clients
481,566 clients
Average Client Portfolio
$716K average
Assets Under Management
$344.9B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.50%
$10M+1.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 Advisors, INC
April 2009 - Present · 16 yrs 10 mos
Raymond James Financial Services, INC.Broker
April 2009 - Present · 16 yrs 10 mos
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
Exams
No exam information available for this advisor.