Jennifer B Buzzeo

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

• 02/2015 → Present
  United Wealth Advisors Group Llc
  Metairie, LA
• 02/2015 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 02/2015 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 02/2015 → Present
  Wealth Solutions Llc
  Metairie, LA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 03/2023 → Present
  Sage Income Protection
  Okatie, SC

Previous Registrations

• 2011-09-13 → 2015-02-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Orleans, LA
• 2006-12-20 → 2009-10-06
  Ubs Financial Services Inc.
  New Orleans, LA
  New Orleans, LA

Other Businesses

UNITED WEALTH ADVISORS GROUP LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING INVESTMENT FIRM; VICE PRESIDENT, FINANCIAL PLANNING DIVISION; START DATE=02/2015; HRS/MO=140; TRADING HRS/MO=90; FINANCIAL PLANNER * WEALTH SOLUTIONS LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING INVESTMENT FIRM; INDEPENDENT AGENT; START DATE=02/2015; HRS/MO=60; TRADING HRS/MO=40; INDEPENDENT AGENT SELLING INSURANCE AND RECEIVING A COMMISSION * Sage Income Protection; 35 Sugarmill Dr, Okatie SC 29909; inv rel; financial planning/wealth management agency; Agent; start date=03/2023; hrs/mo=5; trading hrs/mo=5; prepare and sometimes present the financial plan to the client, assess their risk and present recommendations to help the clients reach their goals

Exams

• S66 Uniform Combined State Law Examination
  2006-12-07

Other Names

• Jennifer Gerarve
• Jennifer Brennecke Gerarve
• Jennifer Baker Brennecke
• Jennifer B Gerarve