Jeremy Vincente Lopez

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

• 07/2007 → 12/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roseville, CA
• 07/2007 → 12/2022
  Bank Of America, N.A.
  Roseville, CA
• 12/2022 → 07/2025
  Wells Fargo Clearing Services, Llc
  Sacramento, CA
• 07/2025 → 04/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, CA
• 08/2025 → 04/2026
  Bank Of America, N.A.
  Lincoln, CA
• 04/2026 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 04/2026 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 04/2026 → Present
  Capstone Financial Group
  Folsom, CA

Previous Registrations

• 2025-08-08 → 2026-05-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, CA
• 2022-12-16 → 2025-07-31
  Wells Fargo Clearing Services, Llc
  Davis, CA
  Sacramento, CA
  Sacramento, CA
  Sacramento, CA
• 2020-06-30 → 2022-12-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roseville, CA
  New York, NY
  Granite Bay, CA
  Roseville, CA
  Auburn, CA

Other Businesses

CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE; AGENT; START DATE=04/2026; HRS/MO=16; TRADING HRS/MO=6; INSURANCE

Exams

• S66 Uniform Combined State Law Examination
  2020-06-26