JC
JC

Jonathan Crozier

15 Years of Experience
Morristown, NJ
Broker

Jonathan Crozier is a registered investment advisor, based in Morristown, NJ, with 15 years of industry experience.

Location

67 E Park Pl, Ste 750, Morristown, NJ, 07960

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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 Activities

Jonathan is a Senior Vice President of Wealth Management at Eagle Rock Wealth Management since 2017, dedicating nearly full-time hours to this role. He is also a Managing Director at Greenberg & Rapp since 2012, also dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2025 - Present · 11 mos
Raymond James Financial Services, INC.Broker
August 2025 - Present · 11 mos
Previous Registrations
M Holdings Securities, INC.
April 2012 - August 2025 · 13 yrs 4 mos
M Holdings Securities, INC.Broker
March 2012 - August 2025 · 13 yrs 5 mos
Citigroup Global Markets INC.
May 2005 - January 2007 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
March 2005 - January 2007 · 1 yr 10 mos
State Registrations19 states
AZCACOCTFLMAMDMONCNJNVNYOHPARISCTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jonathan Crozier - Financial Advisor | TrueAdvisor