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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-15
FL RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2023-07-15
  • FL RA
    APPROVED
    Since 2021-11-01

Branch Locations

305 Douglas Ave, Altamonte Springs, FL 32714 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Company, Llc Lincoln NE 10/2002 Present
Estate & Business Planning Group Altamonte Springs FL 01/2006 Present
Jeff Green & Associates Inc Altamonte Springgs FL 04/2003 Present
Ameritas Life Insurance Corp Lincoln NE 01/2015 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 10/2002 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 01/2006 → Present
    Estate & Business Planning Group
    Altamonte Springs, FL
  • 04/2003 → Present
    Jeff Green & Associates Inc
    Altamonte Springgs, FL
  • 01/2015 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2010-06-18 → 2014-12-05
    Estate And Business Planning Group, Pa
    Altamonte Springs, FL
  • 2003-07-18 → 2008-12-31
    Estate And Business Planning Group, Pa
    Altamonte Springs, FL
  • 2001-02-15 → 2003-01-08
    1717 Capital Management Company
    Maitland, FL
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * ESTATE & BUSINESS PLANNING GROUP; SAME AS BRANCH; INV REL; LIFE INSURANCE AND LTC; SENIOR VP; START DATE=01/2006; HRS/MO=5; TRADING HRS/MO=5; LIFE INSURANCE AND LTC * JEFF GREEN & ASSOCIATES, INC; SAME AS BRANCH; INV REL; S-CORP TO RECEIVE COMPENSATION; OWNER/SOLE PROPRIETOR; START DATE=04/2003; HRS/MO=5; TRADING HRS/MO=0; PRESIDENT * GSG Holdings, LLC; 127 Heather Ln, Lake Placid FL 33852; non-inv rel; personal estate planning-the LLC owns our second home; Owner/Member; start date=07/2016; hrs/mo=0; trading hrs/mo=0; maintain and upkeep of the home

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-06-25
  • S66 Uniform Combined State Law Examination
    1999-06-25
Other Names
  • Jeffrey Green
  • Jeff Green

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