Jessica L. Krusey

EHRLICH FINANCIAL GROUP

Laguna Niguel, CA 92677

CRD#: 4839333

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Professional summary

Jessica Lynn Krusey, CFP®, who also goes by Jessica Lynn Eiben, Jessica Lynn Krusey, Jessica Krusey, is a registered financial advisor currently at EHRLICH FINANCIAL GROUP located in Laguna Niguel, California.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jessica has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Lynn Eiben | Jessica Lynn Krusey | Jessica Krusey

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Lynn Krusey's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

May 18, 2023 - Present

EHRLICH FINANCIAL GROUP

Office #1: 28202 Cabot Road Suite 425, Laguna Niguel, CA 92677

RIA

CRD#: 325595

Laguna Niguel, CA

Past

September 27, 2018 - May 24, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Laguna Niguel, CA

Past

September 26, 2018 - May 24, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Laguna Niguel, CA

Past

February 22, 2018 - September 25, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

NEWPORT BEACH, CA

Past

February 22, 2018 - September 25, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

NEWPORT BEACH, CA

Past

January 6, 2011 - December 31, 2013

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 106277

NEW YORK, NY

Past

January 6, 2011 - November 20, 2017

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

RIA

CRD#: 109355

BOSTON, MA

Past

November 11, 2009 - November 20, 2017

FEDERATED SECURITIES CORP.

RIA

CRD#: 5009

COSTA MESA, CA

Past

March 15, 2007 - November 20, 2017

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Past

February 13, 2007 - November 20, 2017

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

PITTSBURGH, PA

Past

October 7, 2004 - June 7, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

EHRLICH FINANCIAL GROUP

EHRLICH FINANCIAL GROUP | THE EHRLICH GROUP LLC

CRD#: 325595 / SEC#: 801-128007

RIA

Registered Investment Advisory firm - (5/18/2023 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

California
(5/19/2023)

IAR

Texas
(5/18/2023)

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 66

Date: 11/2/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/14/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/6/2004

General Securities Representative Examination

Current Firm

EHRLICH FINANCIAL GROUP

EHRLICH FINANCIAL GROUP | THE EHRLICH GROUP LLC

CRD#: 325595 / SEC#: 801-128007

RIA

Registered Investment Advisory firm - (5/18/2023 Approved)

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Contact information

Main Address

28202 Cabot Road Suite 425, Laguna Niguel, CA 92677

Mailing Address

Phone number

(949) 342-8852

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/28/2026)

Regulatory assets under management

Total Number of Accounts	682
AUM (Assets Under Management)	$ 250,145,300

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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Advisor Monitoring

Firm Stability Insights

Jessica L. Krusey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Lynn Krusey's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

FEDERATED SECURITIES CORP.

FEDERATED SECURITIES CORP.

FEDERATED INVESTMENT COUNSELING

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

EHRLICH FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/2/2004

SIE

Date: 10/1/2018

Series 31

Date: 12/14/2004

Series 7

Date: 10/6/2004

Current Firm

EHRLICH FINANCIAL GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EHRLICH FINANCIAL GROUP

TRUST BUT VERIFY

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