Best Investors Account Sign in
Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-11-01
  • OH RA
    APPROVED
    Since 2021-11-01

Branch Locations

Fairfield, OH • United States

38 Keyes Ave Ste 125, San Francisco, CA 94129 • 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
Ameritas Investment Corp. Lincoln NE 06/2006 Present
Flutist Fairfield OH 01/1993 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Trinity Episcopal Church Hamilton OH 02/2023 Present
Boom Planning San Francisco CA 05/2023 Present
Canvas Financial San Francisco CA 05/2023 Present
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 01/1993 → Present
    Flutist
    Fairfield, OH
  • 11/2021 → Present
    Lincoln, NE
  • 02/2023 → Present
    Trinity Episcopal Church
    Hamilton, OH
  • 05/2023 → Present
    Boom Planning
    San Francisco, CA
  • 05/2023 → Present
    Canvas Financial
    San Francisco, CA
Previous Registrations
  • 2003-06-23 → 2006-06-30
    Carillon Investments, Inc.
    Cincinnati, OH
    Cincinnati, OH
Other Businesses

FLUTIST; SAME AS RESIDENCE; NON-INV REL; FREELANCE FLUTIST, TEACH FLUTE LESSONS, PLAY WEDDINGS, CHURCH, PLAY IN ORCHESTRA; OWNER; START DATE=01/1993; HRS/MO=15; TRADING HRS/MO=0; TEACH FLUTE LESSONS AND/OR PERFORM IN MUSICAL OPPORTUNITIES * Mary Kay Independent Beauty Consultant; same as residence; non-inv rel; skincare and beauty products; Independent Beauty Consultant; start date=04/2021; hrs/mo=10; trading hrs/mo=0; I use these products myself and primarily am a consultant for the discount it gets me on my own purchases, but I do have the ability to sell the products to family, friends and other people. If I sell products to other people I will earn a portion of the sales proceeds as a commission or rebate from Mary Kay. * Trinity Episcopal Church; non inv rel; 115 N 6th St, Hamilton, OH 45011; church; Music Director; start date=02/2023; hrs/mo=25; trading hrs/mo=0; provide music for the worship services held at the church * BOOM PLANNING; SAME AS BRANCH; INV REL; WEALTH MANAGEMENT; EMPLOYEE; START DATE=05/2023; HRS/MO=160; TRADING HRS/MO=160; OPERATIONS MANAGER * CANVAS FINANCIAL; SAME AS BRANCH; INV REL; WEALTH MANAGEMENT; EMPLOYEE; START DATE=05/2023; HRS/MO=160; TRADING HRS/MO=160; OPERATIONS MANAGER *

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-12
S63 Uniform Securities Agent State Law Examination 2000-06-05
  • S66 Uniform Combined State Law Examination
    2001-11-12
  • S63 Uniform Securities Agent State Law Examination
    2000-06-05
Other Names
  • Jennifer Ann Jordan
  • Jennifer Ann Jordan

View on SEC IAPD

More in Fairfield, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor