Elizabeth E. Jacques

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

• 12/2015 → 09/2018
  Morgan Stanley
  Visalia, CA
• 12/2015 → 09/2018
  Morgan Stanley Private Bank, N.A.
  Visalia, CA
• 02/2019 → 01/2021
  Jpmorgan Chase Bank, N.A.
  Visalia, CA
• 02/2019 → 01/2021
  J.P. Morgan Securities Llc
  Visalia, CA
• 08/2018 → Present
  Elizabeth Jacques Photography
  Exeter, CA
• 08/2017 → 08/2019
  Happy Trails Riding Academy
  Tulare, CA
• 09/2022 → Present
  Harvest Wealth Group
  Exeter, CA
• 10/2022 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 10/2022 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2019-04-02 → 2021-02-04
  J.P. Morgan Securities Llc
  Visalia, CA
• 2016-03-01 → 2018-10-02
  Morgan Stanley
  Visalia, CA

Other Businesses

ELIZABETH JACQUES PHOTOGRAPHY; 31705 RD 226, EXETER, CA, 93221; NON INV REL; PHOTOGRAPHY; OWNER; 08/2018; HRS/MO=20; TRADING HRS/MO=0; PHOTOGRAPHY * HARVEST WEALTH GROUP; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; FINANCIAL ADVISOR; START DATE=09/2022; HRS/MO=160; TRADING HRS/MO=120; CLIENT RELATIONSHIP MANAGER, FINANCIAL PLANNER, INVESTMENT ADVISOR, LIFE INSURANCE SALES * Bellewood Mannor & Carriage House; 244 N Crespi, Exeter CA 93221; non-inv rel; short-term rentals; Owner; start date=06/2025; hrs/mo=4; trading hrs/mo=0; maintain online rental listing, clean rooms after guests depart * Manor & Market; 244 N Crespi, Exeter CA 93221; non-inv rel; retail sales of artisanal home goods and decor; Owner; start date=06/2025; hrs/mo=10; trading hrs/mo=0; product sourcing, creation, development and manufacturing, marketing, online sales and shipping

Exams

• S66 Uniform Combined State Law Examination
  2016-03-01

Other Names

• Elizabeth Jacques
• Elizabeth E Jacques
• Elizabeth Mccoy
• Elizabeth E Mccoy
• Elizabeth Erin Mccoy Jacques