Jeffrey Michael Silverman

Current Employers

Employment History

• 06/2006 → 01/2023
  Ameritas Investment Corp.
  Lincoln, NE
• 07/1997 → Present
  Summit Group Of Virginia
  Virginia Beach, VA
• 06/2006 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 05/2011 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 06/2021 → Present
  The Ascent Group
  Vrigina Beach, VA
• 02/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → 12/2024
  Osaic Wealth, Inc.
  Virginia Beach, VA

Previous Registrations

• 2006-06-30 → 2021-06-07
  Ameritas Investment Company, Llc
  Virginia Beach, VA
  Lincoln, NE
  Freeport, NY
• 2003-04-11 → 2006-06-30
  Carillon Investments, Inc.
  Virginia Beach, VA
  Virginia Beach, VA

Other Businesses

1)Achievable Dream Virginia Beach;not investment related;726 16th Street,Newport News,VA 23706;school for underprivileged kids;board member;8/3/2015;8 hrs/month;2 hrs during trading;attend board meetings 2)Alera Group,Inc;not investment related;3 Parkway N,Suite 500,Deerfield,IL 60015;employed by Alera Group;associate;1/2/2023;160 hrs/month;130 hrs during trading;associate,act as a RR,IAR and insurance agent as applicable to continue serving my existing clients as well as new clients 3)The Ascent Group, LLC;Investment related: yes; 192 Ballard Court, Virginia Beach, VA 23462; Nature or Structure of Business: LLC; Position: IAR; Start date: 05/15/2021; hours per month: 160; securities trading hours 160; Duties: provide investment advice to clients in return for an advisory fee 4)Ballard Summit,LLC;not investment related;192 Ballard Court,Virginia Beach,VA 23462;purchase of building for our company;member;9/1/2022;1 hr/month;1 hr during trading;owner and tenant of 192 Ballard Court 5)Insurance;Investment related: yes; 192 Ballard Court, Virginia Beach, VA 23462; Nature or Structure of Business: sole proprietorship; Position: Agent; Start date: 01/02/1990; hours per month: 30; securities trading hours 20; Duties: Sales 6)Scholarship America;not investment related;7900 International Drive,Minneapolis,MN 55425;organization that gives scholarships to underprivileged students;board member;10/15/2019;8 hrs/month;4 hrs during trading;attend board meetings 7)Summit Group of Virginia, LLP;Investment related: yes; 192 Ballard Court, Virginia Beach, VA 23462; Nature or Structure of Business: LLP; Position: Owner; Start date: 01/13/2023; hours per month: 160; securities trading hours 160; Duties: owner 8)Summit Partners, LLC;Investment related: yes; 192 Ballard Court, Virginia Beach, VA 23462; Nature or Structure of Business: LLC; Position: Member; Start date: 01/23/2019; hours per month: 0; securities trading hours 0; Duties: I am a member with no duties or responsibilities involved 9)Trustee for Life Insurance;investment related;5029 Corporate Woods Drive,Suite 200,Virginia Beach,VA 23462;Trust;Trustee;01/23/2014;<1hr/year;0 hrs during trading;trustee 10)Ballard Silverman,LLC;investment related;4544 Columbus St,#1110,Virginia Beach,VA 23462;member;7/29/2022;1 hr/month;1 hr during trading;hold membership in Ballard Summit LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1990-06-14

Other Names

• Jeffrey M Silverman
• Jeff Silverman