Joseph Cruzan
Cruzan & Associates · Jupiter, Florida
Joseph Cruzan is a fee-only financial advisor at Cruzan & Associates in Jupiter, Florida. Cruzan & Associates reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Cruzan & Associates |
|---|---|
| Based in | Jupiter, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $21.0M across 34 accounts |
| SEC registration | Investment adviser representative in FL, PA · CRD 5506337 |
| Exams passed | Series 63 (2008) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Joseph's firm compares
- Cruzan & Associates's average account is about $617,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Joseph
Is Joseph Cruzan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Cruzan & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Cruzan & Associates, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Cruzan based?
Joseph Cruzan is based in Jupiter, Florida.
Is Joseph Cruzan registered with the SEC?
Yes. Joseph Cruzan is registered as an investment adviser representative in FL and PA (CRD 5506337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cruzan & Associates manage?
Cruzan & Associates reports $21.0M across 34 accounts in assets under management.
How do I contact Joseph Cruzan?
Contact details aren't on file yet. Search for Cruzan & Associates.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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