David Bruce Mosenson

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 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

• 07/2006 → 01/2018
  Principal Life Insurance Co
  Plainview, NY
• 07/2006 → 01/2018
  Princor Financial Services Corp
  Plainview, NY
• 05/1983 → Present
  J&G Associates, Inc.
  Dix Hills, NY
• 01/2018 → 04/2025
  Penn Mutual Life Insurance
  Horsham, PA
• 02/2018 → 04/2025
  Hornor Townsend & Kent Inc
  Horsham, PA
• 05/2025 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 05/2025 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2025 → Present
  Ameritas Life Insurance Corp. Of New York
  White Plains, NY
• 12/1998 → Present
  Jadg Associates, Inc.
  Dix Hills, NY

Previous Registrations

• 2021-03-19 → 2025-05-02
  Hornor, Townsend & Kent, Llc
  Uniondale, NY
  New York, NY
  Hauppauge, NY

Other Businesses

Approved to offer Life Settlements * JADG Associates Inc.; inv rel; same as branch; life, accident and health insurance sales; Owner; start date=12/1998; hrs/mo=20; trading hrs/mo=80; sales, administration * dba J&G Associates, Inc.; inv rel; same as branch; insurance sales and services; Owner; start date=05/1983; hrs/mo=20; trading hrs/mo=80; sales and administration * Skate Safe; non-inv rel; 182 Bethpage Sweet Hollow Rd, Old Bethpage NY 11804; multisport facility; Partner; start date=08/2007; hrs/mo=0; trading hrs/mo=0; no duties * Irving Spoek Life Settlement; inv rel; same as residence; Life Settlement; Owner; start date=08/2025; hrs/mo=1; trading hrs/mo=1; Brokering the sale of the policy, acting as intermediary between client and Life Insurance Settlements Inc. * Lloyd Harris Life Insurance Settlement; inv rel; same as residence; Life Insurance Settlement; Owner; start date=08/2025; hrs/mo=1; trading hrs/mo=1; Brokering the sale of the policy, acting as intermediary between the client and lighthouse life.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-01