Jonathan Brett Mosenson

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
TX	RA	APPROVED_RES	2025-05-02
NY	RA	APPROVED	2025-05-01

TX RA
APPROVED_RES

Since 2025-05-02
NY RA
APPROVED

Since 2025-05-01

Branch Locations

Dix Hills, NY • 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
Principal Life Ins Co	Melville	NY	08/2011	01/2018
Princor Financial Services Corp	Melville	NY	08/2011	01/2018
J&G Associates	Dix Hills	NY	01/2004	Present
Penn Mutual Life Insurance	Horsham	PA	01/2018	04/2025
Hornor Townsend & Kent Inc	Horsham	PA	02/2018	04/2025
Ameritas Investment Company, Llc	Lincoln	NE	05/2025	Present
Ameritas Advisory Services, Llc	Lincoln	NE	05/2025	Present
Jtl Wealth Management Inc.	Dix Hills	NY	05/2017	Present
Jadg Associates	Dix Hills	NY	04/2004	Present

08/2011 → 01/2018

Principal Life Ins Co

Melville, NY
08/2011 → 01/2018

Princor Financial Services Corp

Melville, NY
01/2004 → Present

J&G Associates

Dix Hills, NY
01/2018 → 04/2025

Penn Mutual Life Insurance

Horsham, PA
02/2018 → 04/2025

Hornor Townsend & Kent Inc

Horsham, PA
05/2025 → Present

Ameritas Investment Company, Llc

Lincoln, NE
05/2025 → Present

Ameritas Advisory Services, Llc

Lincoln, NE
05/2017 → Present

Jtl Wealth Management Inc.

Dix Hills, NY
04/2004 → Present

Jadg Associates

Dix Hills, NY

Previous Registrations

2021-03-19 → 2025-05-02

Hornor, Townsend & Kent, Llc

Uniondale, NY

New York, NY

Hauppauge, NY

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * J & G ASSOCIATES, INC; INV REL; SAME AS BRANCH; INSURANCE SERVICES; VICE PRESIDENT; START DATE=01/2004; HRS/MO=70; TRADING HRS/MO=35; PROVIDE PROFESSIONAL FINANCIAL SERVICES * JTL WEALTH MANAGEMENT, INC.; INV REL; SAME AS BRANCH; INSURANCE; OWNER; START DATE:05/2017; HRS/MO=80; TRADING HRS/MO=3; FINANCIAL PROFESSIONAL/ADVISING * 14 PEARL STREET LLC; NON INV REL; 14 PEARL STREET, BETHPAGE, NY 11714; RENTAL PROPERTY; OWNER; START DATE=04/2019; HRS/MO=2; TRADING HRS/MO=0; MANAGEMENT OF PROPERTY, IT'S FINANCES AND OBTAINING RENTERS * JADG ASSOCIATES; INV REL; SAME AS BRANCH; INSURANCE SERVICES; VICE PRESIDENT; START DATE=04/2004; HRS/MO=5; TRADING HRS/MO=0; OVERSEE STAFF AND MANAGE BUSINESS FINANCES

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-04-18

S63 Uniform Securities Agent State Law Examination

2014-04-18

View on SEC IAPD