Jennifer
Rusk

Pfg Advisors

CRD#6000346
Investment Advisor
in Phoenix, AZ

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About this Advisor

Jennifer Rusk is a financial advisor based in Phoenix, Arizona. Rusk is on the advisory team at Pfg Advisors. Throughout their career, they have worked at Phocus Financial, Legacy Wealth Alliance, Axa Advisors, LLC, Equitable Advisors, LLC, Securities America, Inc and Pfg Advisors. Rusk has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Pfg Advisors is a financial advisory business that has its headquarters in Phoenix, AZ. It has offices in 129 locations and a total of 94 advisors. It manages $2 billion in assets under management across its 9,045 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 9,045 accounts, just 10% belong to high-net-worth individuals who have at least $1 million in investable assets. Pfg Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on which services the firm provides the client. Fee types billed by Pfg Advisors most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7600 N. 16Th Street, Suite 100
Phoenix, AZ 85020

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,835,590,579

AZ Average: $1,555,372,352
Total Number of Employees

94

AZ Average: 37
Total Number of Accounts

9,045

AZ Average: 1,370
Average Account Size

$202,940

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jennifer Rusk Work History

Jennifer has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Securities America, Inc

2023 - Present (1 year)

Pfg Advisors

2015 - 2020 (5 years)

Axa Advisors, LLC

2015 - 2023 (8 years)

Equitable Advisors, LLC

2013 - 2015 (2 years)

Phocus Financial

2011 - 2014 (3 years)

Legacy Wealth Alliance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Rusk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

Kyle Johnson
San Diego, CA
Heather Metcalf
Springfield, OR
James Merkel
Tucson, AZ
Heather Schara
Albuquerque, NM
Blake Rorbach
Scottsdale, AZ
John Griffith
Eugene, OR
William Batie
Albuquerque, NM
Matthew Nevins
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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