Ivar Norman Jones

Current Employers

Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-11-01
MT	RA	APPROVED	2021-11-01
TX	RA	APPROVED_RES	2021-11-01

CA RA
APPROVED

Since 2021-11-01
MT RA
APPROVED

Since 2021-11-01
TX RA
APPROVED_RES

Since 2021-11-01

Branch Locations

Bozeman, MT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ameritas Investment Corp.	Lincoln	NE	06/2006	Present
Ameritas Life Insurance Corp.	Lincoln	NE	06/2006	Present
David White & Associates	San Francisco	CA	03/2015	07/2024
Ij Financial	San Francisco	CA	02/2015	Present
Ameritas Advisory Services, Llc	Lincoln	NE	11/2021	Present
Canvas Financial - Boom Planning	San Francisco	CA	07/2024	Present

06/2006 → Present

Ameritas Investment Corp.

Lincoln, NE
06/2006 → Present

Ameritas Life Insurance Corp.

Lincoln, NE
03/2015 → 07/2024

David White & Associates

San Francisco, CA
02/2015 → Present

Ij Financial

San Francisco, CA
11/2021 → Present

Ameritas Advisory Services, Llc

Lincoln, NE
07/2024 → Present

Canvas Financial - Boom Planning

San Francisco, CA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * IJ Financial; same as branch; inv rel; IJ Financial was created as a sub-agency name and number under the principal agency; Owner; start date=02/2015; hrs/mo=0; trading hrs/mo=0; no duties or roles * Iron House LLC; same as residence; non-inv rel; real estate holding company that owns land in Bozeman, MT; LLC Member; start date=07/2022; hrs/mo=0; trading hrs/mo=0; responsible for interest payments on real estate loan * Canvas Financial - Boom Planning; 847 Sansome St Fl 4, San Francisco CA 94111; inv rel; securities and insurance; associate; start date=07/2024; hrs/mo=160; trading hrs/mo=160; financial services * Rental Property; non inv rel; 25 Plaza Dr, Mill Valley, CA 94941; Rental; Owner; start date=10/2020; hrs/mo=1; trading hrs/mo=1; Maintain property, respond to tenant requests

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-05-15
S63	Uniform Securities Agent State Law Examination	1996-05-06

S65 Uniform Investment Adviser Law Examination

2007-05-15
S63 Uniform Securities Agent State Law Examination

1996-05-06