Jerome William Lama

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

• 09/2013 → 01/2018
  Cco Investment Services
  Stroudsburg, PA
• 01/2018 → 04/2019
  Unemployed
  Jefferson Township, PA
• 04/2019 → 02/2021
  Pnc Investments
  Pittsburgh, PA
• 03/2021 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 03/2021 → Present
  Jwl Financial Services Group Llc
  Jefferson Township, PA

Previous Registrations

• 2019-05-02 → 2021-02-10
  Pnc Wealth Management Llc
  Bloomsburg, PA
  Scranton, PA
  Nanticoke, PA
  West Pittston, PA
• 2016-03-17 → 2018-01-09
  Citizens Securities, Inc.
  Stroudsburg, PA
  Plymouth Meeting, PA
  Conshohocken, PA

Other Businesses

Licensed as an Independent Insurance Agent to sell fixed insurance products * JWL Financial Services Group LLC; same as branch; inv rel; LLC; Owner; start date=03/2021; hrs/mo=0; trading hrs/mo=0; sole owner-not currently used

Exams

• S66 Uniform Combined State Law Examination
  2016-09-16
• S65 Uniform Investment Adviser Law Examination
  2013-11-25
• S63 Uniform Securities Agent State Law Examination
  2011-06-09

Other Names

• Jerome William Lama
• Jerome William Lama
• Jerry Lama