Jessica E. Singer

HAUSER RETIREMENT SOLUTIONS 2 LLC

Apex, NC

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CRD#: 2779952

Professional summary

Jessica Elizabeth Singer MS., who also goes by Jessica Elizabeth Legg Ms., is a registered financial advisor currently at HAUSER RETIREMENT SOLUTIONS 2 LLC located in Apex, North Carolina.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jessica has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Elizabeth Legg Ms.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Rental Property (joint with husband)- Jessica E and Jeffrey A Singer (sole proprietor) 98 Porter Drive, Erwin, NC 28339 Rental of home to mother compensated by rental payments

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Elizabeth Singer MS.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 15, 2022 - Present

HAUSER RETIREMENT SOLUTIONS 2 LLC

RIA

CRD#: 299959

Apex, NC

Past

May 24, 2022 - June 15, 2022

HAUSER RETIREMENT SOLUTIONS, LLC

RIA

CRD#: 172578

Apex, NC

Past

August 29, 2000 - December 31, 2004

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HAUSER RETIREMENT SOLUTIONS 2 LLC

CRD#: 299959 / SEC#: 801-117147

RIA

Registered Investment Advisory firm - (8/15/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(3/23/2023)

IAR

Wyoming
(6/15/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/20/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/16/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/28/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HAUSER RETIREMENT SOLUTIONS 2 LLC

CRD#: 299959 / SEC#: 801-117147

RIA

Registered Investment Advisory firm - (8/15/2019 Approved)

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Contact information

Main Address

5905 E Galbraith Rd, Suite 9000, Cincinnati, OH 45236

Mailing Address

Phone number

(513) 745-9200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

HRS 2 ADV PART 2A BROCHURE 02 2025 (2/19/2025)

Regulatory assets under management

Total Number of Accounts	92
AUM (Assets Under Management)	$ 1,170,397,205

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jessica E. Singer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Elizabeth Singer MS.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

HAUSER RETIREMENT SOLUTIONS 2 LLC

HAUSER RETIREMENT SOLUTIONS, LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

HAUSER RETIREMENT SOLUTIONS 2 LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2022

Series 63

Date: 5/16/2001

Series 6

Date: 8/28/2000

Current Firm

HAUSER RETIREMENT SOLUTIONS 2 LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HAUSER RETIREMENT SOLUTIONS 2 LLC

TRUST BUT VERIFY

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