Jonathan Allan Goohs

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

• 08/2015 → 03/2017
  World Financial Group
  Melville, NY
• 06/2017 → Present
  Dipaola Financial Group
  Melville, NY
• 06/2017 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 04/2017 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 04/2017 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

DiPaola Financial Group; same as branch; inv rel; provide financial service solutions for individuals and small business owners, specific to providing insurance, retirement and business planning utilizing the appropriate products; Insurance Agent/Financial Consultant; start date=06/2017; hrs/mo=180; trading hrs/mo=100; through networking and referral sources, identify areas in which we can help improve a client's financial roadmap to meet their needs and objectives

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-29
• S63 Uniform Securities Agent State Law Examination
  2017-07-31

Other Names

• Jon Goohs
• Jonathan Allan Goohs
• Jon Goohs