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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-24
CA RA APPROVED 2022-10-21
  • TX RA
    APPROVED_RES
    Since 2022-10-24
  • CA RA
    APPROVED
    Since 2022-10-21

Branch Locations

160 S E St, Exeter, CA 93221 • 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
Morgan Stanley Visalia CA 12/2015 09/2018
Morgan Stanley Private Bank, N.A. Visalia CA 12/2015 09/2018
Jpmorgan Chase Bank, N.A. Visalia CA 02/2019 01/2021
J.P. Morgan Securities Llc Visalia CA 02/2019 01/2021
Elizabeth Jacques Photography Exeter CA 08/2018 Present
Happy Trails Riding Academy Tulare CA 08/2017 08/2019
Harvest Wealth Group Exeter CA 09/2022 Present
Ameritas Investment Company, Llc Lincoln NE 10/2022 Present
Ameritas Advisory Services, Llc Lincoln NE 10/2022 Present
  • 12/2015 → 09/2018
    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
    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
    Lincoln, NE
Previous Registrations
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
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-01
  • 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

View on SEC IAPD

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