Robert J Lee

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2025 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 02/2015 → 07/2021
  The O.N. Equity Sales Compnay
  Cincinnati, OH
• 06/2013 → 07/2021
  Ohio National
  Cincinnati, OH
• 06/2021 → 06/2025
  American United Life
  Clifton, VA
• 10/2022 → 06/2025
  Oneamerica Securities
  Clifton, VA
• 09/2025 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 09/2025 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2022-10-26 → 2025-07-16
  Oneamerica Securities, Inc.
  Indianapolis, IN
  Clifton, VA
• 1998-11-12 → 2006-07-05
  Securities America Advisors, Inc.
  Fairfax, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-15
• S63 Uniform Securities Agent State Law Examination
  1988-06-14

Designations

• Certified Financial Planner

Other Names

• Bob Lee
• Robert J Lee
• Robert John Lee
• Robert J Lee