Jason Croix, financial advisor El Campo TX

Jason Croix

CRD Number: 4165983
Current Firm: Raymond James Financial Services Advisors, Inc.

Jason Croix (CRD# 4165983) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in El Campo, TX and has over 23 years of experience in the finance industry. Jason Croix has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. El Campo, TX Aug 2016 - Current 7
Croix Wealth Management (dba) Campo, TX Aug 2016 - Current 7
J.j. Croix El Campo, TX Aug 2016 - Current 7
Raymond James Financial Services Advisors Inc. El Campo, TX Aug 2016 - Current 7
Linsco/private Ledger Corp El Campo, TX Dec 2003 - Aug 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S65 NASAA Investment Advisors Law Examination Jan 2004
Contact Info for Jason J. Croix
Phone Number: 727-567-3020
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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