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Financial ServicesWealth Management✓ Verified
Palatka, Putnam County
Last verified: Thursday, October 22, 2026
J. Trent Higginbotham, ChFC®, CRPC™ & James W. Crouse — Ameriprise Financial Services, LLC
About This Organization

Located on Palatka's medical and professional corridor at 800 Zeagler Drive, Suite 100 — less than one mile east of HCA Florida Putnam Hospital (611 Zeagler Dr) off State Road 20 — the Palatka practice of Ameriprise Financial Services, LLC (SEC-registered fiduciary Investment Adviser, CRD #6363, SEC File #801-28543) is led by Financial Advisor John Trent ('J. Trent') Higginbotham, ChFC®, CRPC™ (CRD #3248949, registered since 1999 with zero regulatory disclosures) alongside Financial Advisor James W. Crouse (CRD #7511941). Serving retirees across Palatka (32177), East Palatka (32131), Interlachen (32148), Satsuma (32189), Welaka (32193), and Crescent City (32112), the team specializes in Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor™ (CRPC™) retirement income distribution, Florida Retirement System (FRS) DROP and Georgia-Pacific Palatka Operations 401(k)/pension rollovers, RMD and Roth conversion tax sequencing, and long-term care funding.

Official Verification Sources: FINRA BrokerCheck — John Trent Higginbotham, ChFC®, CRPC™ (CRD# 3248949); Ameriprise Financial Services, LLC — J. Trent Higginbotham (Palatka)

Verified State & Regulatory Credentials
SEC Registered Investment Adviser / FINRA Firm: CRD# 6363 / SEC# 801-28543Status: Active SEC Registered Investment Adviser & Broker-Dealer

Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA

Notes: Ameriprise Financial Services, LLC (Firm CRD #6363, SEC File #801-28543) operates its Palatka wealth management branch at 800 Zeagler Dr, Ste 100, Palatka, FL 32177.

FINRA / SEC Individual Advisors (ChFC®, CRPC™): CRD# 3248949 & CRD# 7511941Status: Active Investment Adviser Representatives (Zero Disclosures)

Issuer: FINRA BrokerCheck / SEC IAPD

Notes: John Trent ('J. Trent') Higginbotham, ChFC®, CRPC™ (Individual CRD #3248949, advising since 1999) and James W. Crouse (Individual CRD #7511941) are active registered advisors in Palatka.

Services Offered
ChFC® & CRPC™ Fiduciary Retirement Income & Cash-Flow Engineering
Florida Retirement System (FRS) DROP & Georgia-Pacific 401(k)/Pension Rollovers
Tax-Efficient IRA, RMD & Multi-Year Roth Conversion Sequencing
Social Security Claiming Optimization & Medicare IRMAA Surcharge Planning
Long-Term Care Insurance Structuring & Survivor Income Protection
Estate, Trust & Multi-Generational Beneficiary Alignment
Frequently Asked Questions

Factual details and direct answers about J. Trent Higginbotham, ChFC®, CRPC™ & James W. Crouse — Ameriprise Financial Services, LLC's services, licensing, and credentials.

What retirement credentials does J. Trent Higginbotham hold in Palatka?

John Trent ('J. Trent') Higginbotham (CRD #3248949, registered since 1999) holds both the Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor™ (CRPC™) designations at 800 Zeagler Drive, Suite 100 in Palatka.

Does the practice assist Putnam County School District, SJR State College, and Georgia-Pacific retirees with pension and 401(k) rollovers?

Yes. J. Trent Higginbotham, ChFC®, CRPC™ and James W. Crouse (CRD #7511941) specialize in coordinating Florida Retirement System (FRS) Pension/Investment Plan and DROP rollovers as well as Georgia-Pacific Palatka Operations and Seminole Electric 401(k) and pension distributions.

Contact Information
Address
800 Zeagler Dr, Ste 100, Palatka, FL 32177
Hours
Mon-Fri 8:30 AM - 5:00 PM
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.