Jessica Kagin-tropea
Investment adviser representative at Auerbach Investment Services, LLC
8 yearsExperience
1 stateRegistered in
$150.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Auerbach Investment Services, LLCJul 2022 to now
- Adam GilsonApr 2022 to Jul 2022
- Northwestern Mutual Wealth Management CompanyFeb 2022 to Jul 2022
- Melinda WilkeJul 2021 to Apr 2022
- Northwestern Mutual Investment Services LLCAug 2020 to Jul 2022
- Northwestern Mutual Life Insurance CompanyJul 2020 to Jul 2021
- Vip220Feb 2019 to Oct 2019
- Jkt Events LLCJun 2018 to Jul 2020
- GuidepointApr 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Auerbach Investment Services, LLC
$150.2MAssets managed
60Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4991108
- Firm CRD
- 290041