Jamison Anton Jones

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

• 09/2014 → 10/2019
  Securities America Inc
  La Vista, NE
• 10/2019 → 11/2022
  Cwm, Llc Dba Carson Partners
  Omaha, NE
• 11/2019 → 11/2022
  Cetera Advisor Networks
  El Segundo, CA
• 11/2022 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 02/2023 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 02/2023 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2020-01-10 → 2022-11-21
  Cwm, Llc
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2018-11-21 → 2019-10-17
  Securities America Advisors, Inc.
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2018-11-20
• S63 Uniform Securities Agent State Law Examination
  2008-07-01