John Thomas Carberry

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:

Current Employers

Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-11-01

PA RA
APPROVED

Since 2021-11-01

Branch Locations

Bethel Park, PA • United States

7 Parkway Center Ste 650, Pittsburgh, PA 15220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameritas Investment Corp.	Lincoln	NE	10/2003	Present
Ameritas Life Insurance Corp	Lincoln	NE	10/2003	Present
Healthtrax Fitness And Wellness	Bethel Park	PA	07/2014	05/2019
Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa	Pittsburgh	PA	06/2002	Present
Spencer Family Ymca	Bethel Park	PA	07/2019	07/2020
Ameritas Advisory Services, Llc	Lincoln	NE	11/2021	Present

10/2003 → Present

Ameritas Investment Corp.

Lincoln, NE
10/2003 → Present

Ameritas Life Insurance Corp

Lincoln, NE
07/2014 → 05/2019

Healthtrax Fitness And Wellness

Bethel Park, PA
06/2002 → Present

Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa

Pittsburgh, PA
07/2019 → 07/2020

Spencer Family Ymca

Bethel Park, PA
11/2021 → Present

Ameritas Advisory Services, Llc

Lincoln, NE

Previous Registrations

2003-07-17 → 2004-09-30

The Advisors Group, Inc.

Pittsburgh, PA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WESTERN PA FINANCIAL CENTER DBA AMERITAS FINANCIAL SERVICES OF WPA; SAME AS BRANCH; INV REL; INSURANCE SALES TO CLIENTS, SALES OF INVESTMENT RELATED PRODUCTS TO CLIENTS; AGENT; START DATE=06/2002; HRS/MO=160; TRADING HRS/MO=120; INSURANCE SALES, INVESTMENTS * Bethel Park Community Foundation, 5151 Park Ave, Bethel Park PA 15102; non-inv rel; Community Foundation that provides scholarships to high school students and raises funds to otherwise benefit the community of Bethel Park; Trustee; start date=03/2013; hrs/mo=3; trading hrs/mo=1; review grant requests and scholarship applications to verify whether or not they meet the criteria as required by the foundation, vote (if applicable) for or against the requests to be granted * 1000 Higbee Fitness & Wellness, LLC; 1000 Higbee Dr Ste A100, Bethel Park PA 15102; non-inv rel; health club offering group exercise classes, weights and personal training, pool and aquatics classes; Investor/Group Exercise Instructor; start date=06/2019; hrs/mo=20; trading hrs/mo=8; investor to provide capital to back new lease for space and purchase some new equipment, teach group cycling classes twice per week