John Crosby, financial advisor Lincoln NE
93 score

John Crosby

CRD Number: 1131676
Current Firm: Ameritas Investment Corp

John Crosby (CRD# 1131676) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Price Raffel & Browne New York, NY Jan 2011 - Current 5
Ameritas Life Insurance Corp Of New York New York, NY Apr 2010 - Current 6
Ameritas Investment Corp Lincoln, NE Jan 2010 - Current 6
Individual Financial Services Middletown, NJ Jun 2009 - Current 7
John Crosby Middletown, NJ Feb 2009 - Current 7
Ameritas Life Insurance Lincoln, NE Jul 2008 - Current 8
Jersey Shore Total Athletic Performance Middletown, NJ Jan 2005 - Current 11
Acacia Life Insuance Bethesda, MD Jan 2010 - Dec 2011 1
Union Central Life Insurance Cincinnati, OH Jun 2008 - Dec 2011 3
Ameritas Investment Corp. Lincoln, NE Jul 2008 - May 2009 < 1
Private Client Group Cranford, NJ Jun 2008 - May 2009 < 1
Mml Investors Services Inc. New York, NY Mar 2008 - Jul 2008 < 1
Massmutual Life Insurance Company New York, NY Dec 2005 - Jul 2008 2
Self Employed Middletown, NJ Nov 2007 - Mar 2008 < 1
Commerce Capital Markets, Inc. New York, NY Sep 2006 - Nov 2007 1
Columbia Bank Fair Lawn, NJ Nov 2005 - Sep 2006 < 1
Primevest Financial Services, Inc. St. Cloud, MN Nov 2005 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for John J. Crosby
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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