John Robert Feldman

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

• 06/2006 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 08/2015 → 12/2018
  2020 Financial Advisers, San Francisco, Llc
  San Francisco, CA
• 08/2015 → Present
  Boom Planning
  San Francisco, CA
• 01/2016 → 12/2018
  20/20 Capital Management Inc
  San Franciso, CA
• 08/2018 → Present
  Canvas Financial
  San Francisco, CA
• 03/2018 → Present
  Fishtank Consulting Llc
  Guilford, IN
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2018-05-31 → 2019-01-02
  20/20 Capital Management, Inc
  San Francisco, CA
  Costa Mesa, CA
• 2003-06-23 → 2006-06-30
  Carillon Investments, Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

Boom Planning; same as branch; inv rel; financial planning; President & COO; start date=08/2015; hrs/mo=210; trading hrs/mo=160; manage operation and growth initiatives * Fishtank Consulting LLC; same as residence; non-inv rel; consulting with financial planning firms on occasion to assist in enhancing their operational and business building plans; Owner and Consultant; start date=03/2018; hrs/mo=80; trading hrs/mo=60; review all aspects of practice management including entire operation, employees, HR policies and procedures, client service, technology, marketing, client materials, and growth initiatives and then a summary of findings with recommendations-may be follow up work including help with execution of some or all of the recommendations * Canvas Financial; same as branch; inv rel; new organization with AIC that combines six different firms that are already with AIC-shell DBA used for marketing and firm consolidation purposes; President & COO; start date=08/2018; hrs/mo=200; trading hrs/mo=130; responsible for all areas of DBA and LLCs underneath it * Second Home; 4715 Thomas Dr. #806, Panama City Beach, FL 32408; non-inv rel; family vacation home along with some rentals throughout the year; Owner; start date=02/2021; hrs/mo=0; trading hrs/mo=0; my only responsibilities are as owner with my spouse-we have a rental property manager that handles any bookings

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-05
• S63 Uniform Securities Agent State Law Examination
  1998-01-02