Jessica Ping Hausman

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2014 → 09/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2014 → 09/2020
  Northwestern Mutual Investment Services Llc
  Ann Arbor, MI
• 09/2020 → 09/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 10/2020 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Independent Agent sale/service of fixed insurance products. Friends of Jessica Ping, Ann Arbor, MI, Former County Commissioner 2006 to 2010, Files semiannual campaign finance report to Washtenaw County, October 2020. Panorama Risk & Insurance Solutions, Ann Arbor, MI, November 2020-present, Partner, 40 hours per mo. Panorama Risk & Insurance Solutions, Irvine, CA, January 2021-present, Member, 1 hours per mo. Approved to conduct other insurance activity with companies outside Equitable Network. Co-trustee for mom and stepdad's trust. Trustee of advisor and spouse trust.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-25
• S66 Uniform Combined State Law Examination
  2021-11-03
• S63 Uniform Securities Agent State Law Examination
  2014-08-27

Other Names

• Jessica Ping
• Jessica Ping
• Jessica Ping Hausman
• Jessica Ping Hausman