Jessica
Singer

Hauser Retirement Solutions 2 LLC

CRD#2779952
Investment Advisor
in Apex, NC

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About this Advisor

Jessica Singer is a financial advisor based out of Apex, North Carolina with a total of 1 year of industry experience. Singer is an employee of Hauser Retirement Solutions 2 LLC. The advisor has gained experience at Fidelity Investments and The Hauser Group. Singer holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in North Carolina and Wyoming. Hauser Retirement Solutions 2 LLC is a company based out of Cincinnati, OH. It controls $848 million in total assets between its 92 accounts, making it one of the larger firms in the United States by assets under management. The business provides a set of services, such as pension consulting services and educational seminars. Financial management fees largely vary depending on which service is provided. However, fees charged by Hauser Retirement Solutions 2 LLC most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Apex, NC

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Hauser Retirement Solutions 2 LLC Brokerage Details

Total Assets Under Management

$847,510,144

NC Average: $2,106,341,625
Total Number of Employees

7

NC Average: 34
Total Number of Accounts

92

NC Average: 1,972
Average Account Size

$9,212,067

NC Average: $1,068,125

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Jessica Singer Work History

Jessica has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Hauser Group

1999 - 2022 (23 years)

Fidelity Investments

*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 Jessica Singer 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 Hauser Retirement Solutions 2 LLC

Brian Kilby
Cincinnati, OH
Emily Tubesing
Cincinnati, OH
Christa Kreinest
Cincinnati, OH
Martha Allman
Cincinnati, OH
Jessica Singer
Apex, NC

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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