John Cruse, financial advisor Petaluma CA

John Cruse

CRD Number: 4326987
Current Firm: Cruse Investments

John Cruse (CRD# 4326987) is an Investment Advisor Representative working at Cruse Investments in Petaluma, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Cruse Investments Petaluma, CA Jul 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John M. Cruse
Phone Number: 707-315-0887
Registered State(s):
  • CA
Current Firm Details
Cruse Investments
Firm's CRD Number: 168568
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $350,666
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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