Jonathan Howard Jarvis

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

• 06/2006 → 05/2022
  Ameritas Investment Corp.
  Lincoln, NE
• 11/2021 → 05/2022
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 06/2022 → 10/2023
  Valor Capital Management
  Westlake, OH
• 06/2022 → 10/2023
  Prosperity Capital Advisors
  Westlake, OH
• 10/2023 → Present
  Verso Financial
  Mishawaka, IN
• 02/2024 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 02/2024 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2022-09-14 → 2023-10-13
  Prosperity Capital Advisors
  Westlake, OH
  Hamilton, OH
• 2021-11-01 → 2022-06-09
  Ameritas Advisory Services, Llc
  Cincinnati, OH
• 2006-06-30 → 2021-11-01
  Ameritas Investment Company, Llc
  Cincinnati, OH
• 2006-01-19 → 2006-06-30
  Carillon Investments, Inc.
  Cincinnati, OH
• 2005-08-24 → 2005-12-19
  Essex National Securities, Llc
  Cincinnati, OH
  Napa, CA
• 2005-07-11 → 2005-09-01
  Cetera Investment Services Llc
  Cincinnati, OH

Other Businesses

VERSO FINANCIAL; INV REL; SAME AS RESIDENCE; INSURANCE SERVICES; ADVISOR ASSISTANT; START DATE=10/2023; HRS/MO=40; TRADING HRS/MO=40; SUPPORT ADVISOR, RESEARCH, RUNNING REPORTS * The Line Magazine; same as residence; non-inv rel; magazine; Contributing Writer; start date=12/2023; hrs/mo=1; trading hrs/mo=0; write a non-fiction article, life story article

Exams

• S66 Uniform Combined State Law Examination
  2005-07-06
• S63 Uniform Securities Agent State Law Examination
  1989-10-02

Other Names

• Jay Jarvis