Jeffrey Allen Dunn

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

• 08/2004 → 11/2017
  New York Life Insurance Company
  New York, NY
• 09/2025 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 01/2018 → 02/2018
  Edward Jones
  St. Louis, MO
• 06/2018 → 10/2018
  Edward Jones
  Saint Louis, MO
• 03/2018 → 05/2018
  Unemployed
  Saint Louis, MO
• 11/2018 → 08/2019
  Ftj Fundchoice, Llc
  Hebron, KY
• 09/2019 → 10/2019
  Unemployed
  Union, KY
• 11/2019 → 12/2020
  Western Southern Life
  Crestview Hills, KY
• 11/2019 → 12/2020
  W&S Brokerage Services
  Cincinnati, OH
• 08/2004 → 07/2021
  New York Life Insurance Company
  Union, KY
• 01/2021 → 07/2021
  Nylife Securities Llc.
  Independence, OH
• 01/2021 → 07/2021
  Mahoney Financial Organization, Llc
  Independence, OH
• 07/2021 → 09/2025
  Edward Jones
  St Louis, MO
• 09/2025 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 09/2025 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 08/2004 → 11/2017
  Nylife Distributors Llc
  New York, NY
• 08/2004 → 11/2017
  Nylife Securities Inc
  New York, NY

Previous Registrations

• 2021-07-19 → 2025-09-24
  Edward Jones
  Shelbyville, IN
  Concord, OH
  Union, KY
  St Louis, MO
  Union, KY
  Crown Point, IN
  North Vernon, IN
  Cove Union, KY
  St Louis, MO
  Kirkwood, MO
  East Longmeadow, MA
  Union, KY
  Sulphur Springs, TX
  Union, KY
  St Louis, MO
  Cincinnati, OH
  Jefferson, IA
  La Grande, OR
  Byron, IL
  Paoli, IN
  Anoka, MN
  Godfrey, IL
  Union, KY
  St. Louis, MO
  Murphys, CA
  St Louis, MO
  Green Bay, WI
  Georgetown, DE
  Union, KY
  Marion, VA
  Columbus, OH
  Franklin, IN
  Beckley, WV
  San Diego, CA
  Reynoldsburg, OH
  Paducah, KY
  Mooresville, NC
  Lawrence, KS
  St Louis, MO
  Sedona, AZ
  Powell, OH
  Campbellsville, KY
  Thomasville, GA
  Cullman, AL
• 2019-11-14 → 2020-12-15
  W&S Brokerage Services, Inc.
  Cincinnati, OH
  Louisville, KY
  Cincinnati, OH
  Fort Wright, KY
• 2018-12-12 → 2019-08-29
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2018-06-04 → 2018-10-30
  Edward Jones
  Union, KY
  St Louis, MO
  Florence, KY
• 2018-01-16 → 2018-02-22
  Edward Jones
  Union, KY
  St Louis, MO
• 2009-09-01 → 2017-11-20
  Eagle Strategies Llc
  New York, NY
  Ft. Mitchell, KY
• 2000-10-25 → 2003-01-22
  Pgim Investments Llc
  Hebron, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-28
• S63 Uniform Securities Agent State Law Examination
  1994-01-14

Other Names

• Jeff Dunn