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An Ameriprise Private Wealth Advisory Practice

 
 
Jeffrey Michael Crosby Ameriprise Financial Advisor

Jeffrey Michael Crosby

CLU®

Private Wealth Advisor

Featured in Barron's rankings of "Top 1000 Advisors"* for 2010 and 2011

 
 

18

Years of Experience


98

Client Satisfaction Score


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CROSBY AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Qualifications

  • Barron's Top 1000 Advisors, 2011
  • Barron's Top 1000 Advisors, 2010
  • Registered Rep Top 100 Advisors, 2010
  • Ameriprise Chairman's Advisory Council, 2000-2010
  • Ameriprise Hall of Fame 2010
  • Ameriprise Circle of Success 2002-2010
  • Diamond Ring Club 2002- present
  • Pacific Northwest Advisor of the Year 1999-2009
  • CLU®  Chartered Life Underwriter
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Office Locations

2700 156th Ave NE
Ste 100
Bellevue, WA 98007-6554
Map Phone: (425) 869-7100 Fax: (425) 869-7105

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 5 p.m.

10000 NE 7th Ave
Ste 320
Vancouver, WA 98685-4547
Map Phone: (360) 572-3346


Professional Networks

View my LinkedIn Profile


Education

  • B.S. Degree in Economics and Political Science from Westmont College

Professional Associations

My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

Areas of Focus

  • Family Finances
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options

Interests

  • Married to wife, Leann. We have three children; Noelle, Michael and Kathleen.
  • I've finished 11 Ironman Triathlon's (2.4 mile swim, 112 mile bike and 26.2 mile run) and have qualified for Hawaii's World Championship on four occasions.
  • I coach AAU boys and girls youth basketball and earlier in my career, was a head Collegiate basketball coach.
  • I have a business called Crosby Coaching LLC, in which I train financial advisors around the country.

Community Participation

Crosby and Associates prides itself on helping our local community. Below are some of the foundations that make an impact on our local community.

Families Northwest

Ronald McDonald House Charities

Bellevue Boys and Girls Club

My Photos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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License Information

I am licensed and registered to conduct business in WA.
Based on licenses and registrations I hold, I may also conduct business in GA, VA, ND, NJ, FL, MN, UT, NC, NV, TX, IL, AR, PA, CA, VT, OR, NY, DC, CO, MI, AZ.

CA Insurance #0B52770

AR Insurance #339326

  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.