Jeffrey Paul Emrich

Employer firm

Vantus Wealth CRD 337216

$440M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 08/2012 → 08/2025
  Mml Investors Services
  Lancaster, PA
• 08/2012 → 08/2025
  Mass Mutual Life Insurance Company
  Lancaster, PA
• 08/2025 → Present
  Vantus Wealth Llc
  Lancaster, PA

Previous Registrations

• 2013-08-19 → 2025-08-05
  Mml Investors Services, Llc
  Lancaster, PA

Other Businesses

LICENSED INDEPENDENT INSURANGE AGENT -STARTING 8/2025, INVESTMENT RELATED: YES, MINIMAL HOURS SPENT DURING TRADING, FEWER THAN 5 HOURS TOTAL SPENT PER WEEK. MEMBER/PARTNER OF 415 N PRINCE ST LLC, NON-INVESTMENT-RELATED, ADDRESS IS 415 N PRINCE ST, STE 200, LANCASTER, PA 17603, STARTED 6/11/2025, LLC FORMED TO MANAGED REAL ESTATE, MINIMAL AMOUNT OF TIME COMMITED TO THIS VENTURE, NONE DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-02
• S63 Uniform Securities Agent State Law Examination
  2010-12-08

Other Names

• Jeff (Jeffrey P) Emrich