Jason Croix
Jason Croix is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elcampo, TX, with 25 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
Firm Size
IM Fee
Assets Under Management
Location
601 E. Jackson Street, Suite C, Elcampo, TX, 77437
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is the owner of Croix Wealth Management and serves on the advisory board for El Campo Little League. He also sells fixed non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations12 states
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