John Crosby (CRD# 1131676) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Cape May Court House, NJ and has over 30 years of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Individual Financial Services, LLC | Cape May Court House, NJ | Jan 2022 - Current | 2 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Independent Financial Solutions | Matawan, NE | May 2016 - Current | 7 |
| Ameritas Life Insurance Corp Of New York | New York, NY | Apr 2010 - Current | 14 |
| Ameritas Investment Corp | Lincoln, NE | Jan 2010 - Current | 14 |
| Individual Financial Services | Cape May Court House, NJ | Jun 2009 - Current | 14 |
| Ameritas Life Insurance | Lincoln, NE | Jul 2008 - Current | 15 |
| Price Raffel & Browne | New York, NY | Jan 2011 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
- NJ
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, WY
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