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James Andrew Janssen

Ameritas Advisory Services, LLC

Lincoln, NE

CRD 5634650

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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:

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-11-01
  • NE RA
    APPROVED
    Since 2021-11-01

Branch Locations

390 N Cotner Blvd, Lincoln, NE 68505 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 01/2009 Present
Rental Property Lincoln NE 12/2014 Present
Insource Financial Advisors Lincoln NE 07/2019 Present
Ameritas Life Insurance Corp Lincoln NE 04/2009 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 01/2009 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 12/2014 → Present
    Rental Property
    Lincoln, NE
  • 07/2019 → Present
    Insource Financial Advisors
    Lincoln, NE
  • 04/2009 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

RENTAL PROPERTY; 5211 JADE CT, LINCOLN NE 68516; NON-INV REL; WE MOVED INTO A NEW HOUSE AND ARE RENTING OUR OLD HOUSE; LANDLORD; START DATE=12/2014; HRS/MO=3; TRADING HRS/MO=0; MAINTAIN PROPERTY IF THERE ARE ANY ISSUES * Insource Financial Advisors; same as branch; inv rel; insurance; Agent; start date=07/2019; hrs/mo=160; trading hrs/mo=160; meet with clients to assess their insurance and investment needs and recommend products and services to meet those needs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-09
  • S66 Uniform Combined State Law Examination
    2009-04-09

View on SEC IAPD

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