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Joseph C
Series 63, Series 65
Jupiter, FL
Cruzan & Associates Llc
Joseph Cruzan is the sole advisor at Cruzan & Associates LLC, an independent investment advisory firm based in Jupiter, FL. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, with prior work at related entities under the Cruzan name beginning in 1996. Cruzan & Associates LLC primarily serves individual clients with tailored investment advisory and financial planning services, managing approximately $21 million in assets across about 33 client relationships. The firm emphasizes non-discretionary management, providing recommendations while clients retain final authority over transactions.
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