John Richard Mazza

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

• 08/2016 → Present
  Southeast Financial Services, Inc
  Greensboro, NC
• 08/2016 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 07/2016 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 03/2020 → 09/2020
  All Star Dental Insurance
  Greensboro, NC
• 01/2021 → Present
  Summerfield Wealth Advisors Llc
  Summerfield, NC
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

SOUTHEAST FINANCIAL SERVICES, INC; 101 S ELM ST STE 220, GREENSBORO NC 27401; INV REL; BOUTIQUE ADVISORY FIRM THAT OFFERS FINANCIAL SERVICES THAT ARE BOTH PERSONAL AND PRIVATE-INVESTMENT ADVICE, INSURANCE PLANNING, WEALTH MANAGEMENT, AND RETIREMENT PLANNING SERVICES; FINANCIAL ADVISOR; START DATE=08/2016; HRS/MO=160; TRADING HRS/MO=130; CONTACTING NEW CLIENTS AND GENERATING NEW BUSINESS, MEETING WITH CLIENTS AND COUNSELING THEM ON THEIR FINANCES AND INSURANCE NEEDS, ASSISTING THEM IN FIRMING UP THEIR RETIREMENT PLANS, AND OFFERING ADVICE ABOUT INVESTING * Summerfield Wealth Advisors LLC; same as branch, inv rel; boutique advisory firm that offers financial services-investment advice, insurance planning, wealth management and retirement planning services; Owner; start date=01/2021; hrs/mo=160; trading hrs/mo=130; contacting new clients and generating new business, meeting with clients and counseling them on their finances and insurance needs, assisting them in firming up their retirement plans and offering advice about investing * NAIFA PAC; 2901 Telestar Ct, Falls Court VA 22042; non-inv rel; Insurance and Financial Advisors Political Action Committee-allows contributors to combine their financial support to candidates who understand and support our industry; Contributor; start date=10/2020; hrs/mo=3; trading hrs/mo=0; member of the government relations committee for NC * CFBB Pictures, LLC; 2642 Stratford Dr, Greensboro NC 27408; non-inv rel; film; Executive Producer and Actor; start date=08/2018; hrs/mo=5; trading hrs/mo=0; help secure locations, goods and services, actors, interview people, talk to the media and just help overall * Film Producer; same as residence; non-inv rel; filmmakers approach me with an idea and a script they want to film and put on the film festival circuit; Executive Producer; start date=03/2019; hrs/mo=1; trading hrs/mo=0; help produce short films-coordinating cast, crew and locations as well as financial support to each film * Bsides Triad; 304 N Greene St, Greensboro, NC 27401; non-inv rel; Community-driven framework for building events for and by information security community members; Treasurer; start date=07/2022; hrs/mo=1; trading hrs/mo=0; Help with scheduling, logo design, and perform auditing

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-30
• S63 Uniform Securities Agent State Law Examination
  2015-07-17

Other Names

• John Mazza
• John Richard Mazza