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Jessica Lynn Krusey

Ehrlich Financial Group

Laguna Niguel, CA

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Current Employers
Ehrlich Financial Group

28202 Cabot Road Suite 425, Laguna Niguel, CA 92677 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-19
TX RA APPROVED 2023-05-18
  • CA RA
    APPROVED
    Since 2023-05-19
  • TX RA
    APPROVED
    Since 2023-05-18

Branch Locations

28202 Cabot Road Suite 425, Laguna Niguel, CA 92677 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Federated Securities Corp. Pittsburgh PA 02/2007 10/2017
Federated Investment Counseling Pittsburgh PA 02/2007 10/2017
Mdt Advisers, A Division Of Federated Mdta Llc Boston MA 01/2011 10/2017
Tiaa Newport Beach CA 02/2018 09/2018
Tiaa-Cref Individual & Institutional Services, Llc Newport Beach CA 02/2018 09/2018
Unemployed Costa Mesa CA 10/2017 02/2018
Ameriprise Financial Services, Inc. Laguna Niguel CA 09/2018 05/2023
The Ehrlich Group Llc Dba Ehrlich Financial Group Laguna Niguel CA 05/2023 Present
Previous Registrations
Other Businesses

Insurance Sales. Y. 28202 Cabot Road, Suite 425, Laguna Niguel, CA, 92677. Insurance sales and servicing. Agent. 1 hour per month, all during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-02
  • S66 Uniform Combined State Law Examination
    2004-11-02
Designations
Other Names
  • Jessica Lynn Eiben
  • Jessica Lynn Krusey
  • Jessica Krusey

View on SEC IAPD

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