Jake Christopher O'BAnion

Current Employers

Employment History

• 06/2003 → 08/2021
  Country Insurance & Financial Services
  Bellevue, IL
• 08/2021 → 02/2026
  Ameritas Investment Company, Llc
  Lincoln, NE
• 08/2021 → 02/2026
  Ameritas Life Insurance Corp
  Lincoln, NE
• 04/2015 → Present
  C 1 Wealth Management
  Everett, WA
• 11/2021 → 02/2026
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 02/2015 → Present
  Jake O'BAnion Insurance & Financial Services Llc
  Everett, WA
• 02/2026 → Present
  Independent Financial Group, Llc
  Everett, WA

Previous Registrations

• 2021-11-01 → 2026-02-20
  Ameritas Advisory Services, Llc
  Enumclaw, WA
  Silverdale, WA
  Bellevue, WA
  Everett, WA
• 2021-10-21 → 2021-11-01
  Ameritas Investment Company, Llc
  Bellevue, WA
  Enumclaw, WA
  Silverdale, WA
  Everett, WA
  Everett, WA
  Glendale, AZ
  Lincoln, NE
  Austin, TX
  Freeport, NY
  Omaha, NE
• 2004-01-01 → 2007-07-27
  Country Trust Bank
  Bellevue, WA

Other Businesses

C1 WEALTH MANAGEMENT LLC POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 02/15/2015 ADDRESS: 1902 120th Place SE Suite 103A, Everett WA 98208, United States DESCRIPTION: President - CEO of C1 Wealth Management LLC. Property Casualty Brokerage firm with W2 Employee's as well as 1099 Contractors. Life/DI & Fixed Annuities Sales have been paid to this OBA in addition to P & C compensation

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-18
• S63 Uniform Securities Agent State Law Examination
  2002-10-28

Other Names

• Jacob O'BAnion