Financial Advisor Jeffrey Michael Crosby in Kirkland, WA

Jeffrey Michael Crosby

Private Wealth Advisor

Crosby Wealth Advisors

Visit Jeffrey Michael Crosby's website

Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

jeffrey.m.crosby@ampf.com

PHONE

425.869.7100

Ext. 1004

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Executive Compensation and Benefit Strategies
Investment Management
Estate Planning Strategies
Retirement Planning Strategies
Wealth Preservation Strategies
Saving for Education

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

Barron’s Top 1,200 Financial Advisors, 2014 - 2022
Five Star Wealth Manager, Washington state, 2017
Forbes Best-in-State Wealth Advisors, 2023
Barron’s® Top 1,000 Financial Advisors, 2010 - 2013
Ameriprise Chairman's Advisory Council, 2000 - 2019
Ameriprise Circle of Success, 2002 - 2023
Ameriprise Diamond Ring Club, 2002
Ameriprise Hall of Fame, 2010

Financial Planning Association

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Crosby Wealth Advisors prides itself on helping our local community. Below are some of the organizations that make an impact on our local community that we support:

Attain Housing
Bellevue Boys and Girls Club
Feeding America
Susan G Komen 3-day
Overlake Hospital
Unidos Nicaragua

Jeff is married to Leann of 29 years and proud parents to three adult children.
Jeff and Leann have a passion for philanthropy and support many organizations through the Crosby Family Trust.
Jeff values personal health and fitness and spends his free time competing in the sport of Ironman Triathlons. Jeff has finished 24 Ironmans and has qualified for and finished Hawaii's World Championship on 8 occasions .
Jeff is passionate about helping the younger generation. He coached college basketball and was the youngest Men's head college basketball coach at the age of 29 and has since coached AAU boys and girls basketball for 20 years.