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Ryan R

Series 63, Series 65

Punta Gorda, FL

J.P. Morgan Securities

Ryan Reynolds is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan affiliates since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with additional market-facing registrations and functions.

Wealth management Executive Founder/Business Owner
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Robert C

CFP®, Series 63, Series 65

Port Charlotte, FL

CROUCH INVESTMENT GROUP, Inc.

Robert Crouch is the sole advisor at Crouch Investment Group, Inc., an independent registered investment adviser based in Port Charlotte, FL. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. He has been with Crouch Investment Group since 2003. Crouch Investment Group provides portfolio management and financial planning services exclusively to individual clients, managing approximately $11.5 million for a small client base of 12 households. The firm operates with a highly concentrated and personalized approach, with all advisory and compliance responsibilities handled by Robert Crouch himself.

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