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Jeffrey Michael Crosby, Private Wealth Advisor serving the Kirkland, WA area - Ameriprise Advisors

Jeffrey Michael Crosby

Private Wealth Advisor

Crosby Wealth Advisors

An Ameriprise Private Wealth Advisor

32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Ext. 1004
Schedule a meeting
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Education

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

Awards & recognition

  • Barron's Top 1,500 Financial Advisors, 2026
  • Barron's Top 1,200 Financial Advisors, 2014 - 2025
  • Five Star Wealth Manager, Washington state, 2017
  • Forbes Best-in-State Wealth Advisors, 2022-2023
  • Crosby Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success Chairman's Advisory Council, 2000 - 2019
  • Barron's® Top 1,000 Financial Advisors, 2010 - 2013
  • Ameriprise Circle of Success, 2002 - 2023
  • Ameriprise Diamond Ring Club, 2002
  • AdvisorHub Advisors to Watch (under $1Bil), 2024
  • Ameriprise Hall of Fame, 2010

Community participation

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:

Interests

  • 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.

My photos

8 albums
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Honored to receive recognition

I’m thrilled to share some exciting news—Barron’s has included me on their 2026 Top 1,500 Financial Advisors list! This honor means so much because it reflects the trust and confidence my clients place in me every day. I couldn’t do this without my amazing team and the incredible clients I get to work with—thank you for letting me be part of your financial journey. It’s truly a privilege.

Connect with us

Jeffrey Michael Crosby may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0B52770

AR License #1966295

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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