Jeremy Eric Luse

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

• 03/2015 → 03/2017
  Adp
  Louisville`, KY
• 03/2017 → 10/2022
  Private Client Services
  Louisville, KY
• 10/2022 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 10/2022 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2017-03-20 → 2022-10-17
  Private Client Services, Llc
  Louisville, KY
• 2013-06-21 → 2015-03-20
  J.J.B. Hilliard, W.L. Lyons, Llc
  Louisville, KY
• 2002-11-22 → 2003-02-14
  Banc One Securities Corporation
  Louisville, KY
• 2001-11-06 → 2002-10-16
  A. G. Edwards & Sons, Inc.
  New Albany, IN

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-06-16
• S65 Uniform Investment Adviser Law Examination
  2013-06-21
• S66 Uniform Combined State Law Examination
  2001-10-04