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RIA / WealthAdvisorCertified Financial Planner21 years in industry

JESSICA LYNN KRUSEY

Advisor at EHRLICH FINANCIAL GROUP

LAGUNA NIGUEL, CA

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Search this name across graphsid dfx:ria:94fc41b1-5887-51d3-648f-b4caee075d8d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EHRLICH FINANCIAL GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 2, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 2, 2004
First registration: Feb 13, 2007
Dual registered: no
Other names: JESSICA LYNN EIBEN|Jessica Lynn Krusey|Jessica Krusey
IAPD individual key: 4839333

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EHRLICH FINANCIAL GROUP	Independent wealth	May 18, 2023	n/a	yes	LAGUNA NIGUEL, CA	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 27, 2018	May 24, 2023	no	Laguna Niguel, CA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Feb 22, 2018	Sep 25, 2018	no	NEWPORT BEACH, CA	Previous registration
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	Asset manager	Jan 6, 2011	Nov 20, 2017	no	BOSTON, MA	Previous registration
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.	Asset manager	Jan 6, 2011	Dec 31, 2013	no	NEW YORK, NY	Previous registration
FEDERATED SECURITIES CORP.	No RAUM reported	Nov 11, 2009	Nov 20, 2017	no	PITTSBURGH, PA\|COSTA MESA, CA	Previous registration
FEDERATED INVESTMENT COUNSELING	Institutional manager	Feb 13, 2007	Nov 20, 2017	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	EHRLICH FINANCIAL GROUP	May 24, 2023	May 18, 2023	-6	Firm change	Ibd to new firm
ADVICE AND PLANNING SERVICES	AMERIPRISE FINANCIAL SERVICES, LLC	Sep 25, 2018	Sep 27, 2018	2	Firm change	Ibd to ibd
FEDERATED INVESTMENT COUNSELING	FEDERATED SECURITIES CORP.	Nov 20, 2017	Nov 11, 2009	-2,931	Channel change	Other
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	ADVICE AND PLANNING SERVICES	Nov 20, 2017	Feb 22, 2018	94	Firm change	Other
FEDERATED SECURITIES CORP.	FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.	Nov 20, 2017	Jan 6, 2011	-2,510	Channel change	Other
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.	MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	Dec 31, 2013	Jan 6, 2011	-1,090	Channel change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6363:325595:CA:2023-05-22	May 24, 2023	May 18, 2023	LAGUNA NIGUEL, CA	Firm change
105325:5009:PA:2017-11-20	Nov 20, 2017	Nov 11, 2009	PITTSBURGH, PA	Firm change after gap

Relationships

Registered with (7)

→ EHRLICH FINANCIAL GROUPRegistered adviserregistration: current employment
May 18, 2023 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 27, 2018 to May 24, 2023factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Feb 22, 2018 to Sep 25, 2018factForm ADV
→ FEDERATED INVESTMENT COUNSELINGRegistered adviserregistration: previous registration
Feb 13, 2007 to Nov 20, 2017factForm ADV
→ MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLCRegistered adviserregistration: previous registration
Jan 6, 2011 to Nov 20, 2017factForm ADV
→ FEDERATED SECURITIES CORP.Registered adviserregistration: previous registration
Nov 11, 2009 to Nov 20, 2017factForm ADV
→ FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.Registered adviserregistration: previous registration
Jan 6, 2011 to Dec 31, 2013factForm ADV

Dated events

Occurred
May 24, 2023
Advisor changed firm
Jessica Lynn Krusey left Ameriprise Financial Services, Llc for Ehrlich Financial Group (registered 2023-05-18)
Form ADVobserved 4 days ago