Jessica Lynn Krusey

Employer firm

Ehrlich Financial Group CRD 325595

$250M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 10/2017
  Federated Securities Corp.
  Pittsburgh, PA
• 02/2007 → 10/2017
  Federated Investment Counseling
  Pittsburgh, PA
• 01/2011 → 10/2017
  Mdt Advisers, A Division Of Federated Mdta Llc
  Boston, MA
• 02/2018 → 09/2018
  Tiaa
  Newport Beach, CA
• 02/2018 → 09/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Newport Beach, CA
• 10/2017 → 02/2018
  Unemployed
  Costa Mesa, CA
• 09/2018 → 05/2023
  Ameriprise Financial Services, Inc.
  Laguna Niguel, CA
• 05/2023 → Present
  The Ehrlich Group Llc Dba Ehrlich Financial Group
  Laguna Niguel, CA

Previous Registrations

• 2018-09-27 → 2023-05-24
  Ameriprise Financial Services, Llc
  Laguna Niguel, CA
• 2018-02-22 → 2018-09-25
  Tiaa-Cref Individual & Institutional Services, Llc
  Newport Beach, CA
• 2009-11-11 → 2017-11-20
  Federated Securities Corp.
  Pittsburgh, PA
  Costa Mesa, CA
• 2007-02-13 → 2017-11-20
  Federated Investment Counseling
  Pittsburgh, PA
• 2011-01-06 → 2017-11-20
  Mdt Advisers, A Division Of Federated Mdta Llc
  Boston, MA
• 2011-01-06 → 2013-12-31
  Federated Global Investment Management Corp.
  New York, NY

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

• S66 Uniform Combined State Law Examination
  2004-11-02

Designations

• Certified Financial Planner

Other Names

• Jessica Lynn Eiben
• Jessica Lynn Krusey
• Jessica Krusey