John Joseph Crosby

Current Employers

Employment History

• 07/2008 → Present
  Ameritas Life Insurance
  Lincoln, NE
• 06/2009 → Present
  Individual Financial Services
  Cape May Court House, NJ
• 01/2010 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 04/2010 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 05/2016 → Present
  Independent Financial Solutions
  Matawan, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2022 → Present
  Individual Financial Services, Llc
  Cape May Court House, NJ

Previous Registrations

• 2008-09-02 → 2009-06-23
  Ameritas Investment Company, Llc
  Cranford, NJ
  Lincoln, NE
  New York, NY
• 2006-09-13 → 2007-11-13
  Td Wealth Management Services Inc.
  New York, NY
• 2005-12-02 → 2006-08-02
  Cetera Investment Services Llc
  Fairlawn, NJ
  Fair Lawn, NJ
  Fair Lawn, NJ
  Paramus, NJ
  Midland Park, NJ
  Pompton Plains, NJ
  Cedar Grove, NJ
  Fair Lawn, NJ
• 2004-05-21 → 2005-04-14
  Legg Mason Wood Walker, Incorporated
  Shrewsbury, NJ

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * INDEPENDENT FINANCIAL SOLUTIONS INC; 750 ROUTE 34 STE 7, MATAWAN NJ 07747; INV REL; AGENT; HRS/MO=0; TRADING HRS/MO=0; I AM AN INDEPENDENT AGENT WITH AMERITAS AND AIC AND HAVE AN AFFILIATION TO AIC THROUGH INDEPENDENT FINANCIAL SOLUTIONS INC * Independent Financial Services, LLC; same as branch; inv rel; financial planning, retirement planning, estate & business succession planning, college education loan planning; Managing Director; start date=06/2009; hrs/mo=40; trading hrs/mo=0; comprehensive financial planning * Professional Witness; same as branch; non-inv rel; I have been asked by an attorney to be a professional witness to research, create an outline of a sales process that involved a specific case of an elderly woman that was sold a variable annuity and later had the VA annuitized to purchase a whole life insurance policy; Professional Witness; start date=09/2019; end date= 11/2021 hrs/mo=5; trading hrs/mo=0; review all documents, policies, products, emails, communications, suitability and if the client was properly sold and if the advisor did not act in the best interest of the client and took advantage of the elderly and vulnerable * INDEPENDENT FINANCIAL SOLUTIONS INC; SAME AS BRANCH; NON-INV REL; CERTIFIED BUSINESS EXIT CONSULTANT; HRS/MO=10; TRADING HRS/MO=10; SUCCESSSION/EXIT PLANNING FOR SMALL TO MID-SIZE BUSINESS OWNERS * Individual Financial Services, LLC; non-inv rel; same as branch; Estate services; Owner; start date=03/2024; hrs/mo=25; trading hrs/mo=160; Assisting clients estate beneficiary(s).

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-27
• S63 Uniform Securities Agent State Law Examination
  1993-12-17

Other Names

• John Joseph Crosby
• John J Crosby