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Jacob David Welch

Ameritas Advisory Services, LLC

Lincoln, NE

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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-08-18
TX RA APPROVED 2025-08-18
  • NE RA
    APPROVED
    Since 2025-08-18
  • TX RA
    APPROVED
    Since 2025-08-18

Branch Locations

5900 O Street, Lincoln, NE 68510 • 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
OrganizationCityStateFromTo
Td Ameritrade Bellevue NE 07/2011 09/2023
Charles Schwab & Co., Inc. Omaha NE 09/2023 01/2025
Ameritas Investment Company, Llc Lincoln NE 03/2025 Present
Ameritas Advisory Services, Llc Lincoln NE 08/2025 Present
  • 07/2011 → 09/2023
    Td Ameritrade
    Bellevue, NE
  • 09/2023 → 01/2025
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 03/2025 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 08/2025 → Present
    Ameritas Advisory Services, Llc
    Lincoln, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-15
S63 Uniform Securities Agent State Law Examination 2013-02-01
  • S66 Uniform Combined State Law Examination
    2025-08-15
  • S63 Uniform Securities Agent State Law Examination
    2013-02-01
Other Names
  • Jake Welch

View on SEC IAPD

Other Firms

AMERITAS INVESTMENT PARTNERS, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
P23 FINANCIAL, INC

Other Investors

LINDA D THRAEN
THERESA JEAN OCHS
JULIE ANN SCHADT
JEREMY MICHAEL ROBSON
SCOTT RAYMOND FARMEN
JEFFREY BRIAN FERN
MICHAEL EUGENE SHOEMAKER
GARY LEON PETTITT

Other Offices

AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
LPL FINANCIAL LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
U.S. BANCORP ADVISORS, LLC · Lincoln, NE
WELLS FARGO CLEARING SERVICES, LLC · LINCOLN, NE

More in Lincoln, NE

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