Ira Jay Krulik

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2014 → 09/2020
  Ameriprise Financial Services, Inc.
  Lawrenceville, NJ
• 09/2020 → Present
  Lpl Financial, Llc
  Wall Township, NJ

Previous Registrations

• 2014-04-16 → 2020-09-08
  Ameriprise Financial Services, Llc
  Lawrenceville, NJ

Other Businesses

1. 9/3/2020 - Intellectual Capital Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/28/2020 - IJK CFP LLC - Not Investment Related - Home Based - Business Entity For Tax/ Investment Purposes Only - Started 09/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 1/25/2021 - ICGnext - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/04/2020 - 240 Hours Per Month During Securities Trading. 4. 2/1/2021 - NJ LTC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/15/2021 - 5 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-07
• S63 Uniform Securities Agent State Law Examination
  1996-02-14

Designations

• Certified Financial Planner