Justin J Ponella

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-11-01

NY RA
APPROVED

Since 2021-11-01

Branch Locations

425 Broadhollow Rd Ste 405, Melville, NY 11747 • 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

Organization	City	State	From	To
Ameritas Investment Corp	Lincoln	NE	02/2011	Present
Ameritas Life Insurance	Lincoln	NE	02/2011	Present
Dipaola Financial Group	Melville	NY	02/2011	Present
Ameritas Life Insurance Corp Of New York	New York	NY	02/2011	Present
Ameritas Advisory Services, Llc	Lincoln	NE	11/2021	Present

02/2011 → Present

Ameritas Investment Corp

Lincoln, NE
02/2011 → Present

Ameritas Life Insurance

Lincoln, NE
02/2011 → Present

Dipaola Financial Group

Melville, NY
02/2011 → Present

Ameritas Life Insurance Corp Of New York

New York, NY
11/2021 → Present

Ameritas Advisory Services, Llc

Lincoln, NE

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * DIPAOLA FINANCIAL GROUP; SAME AS BRANCH; INV REL; FIXED LIFE AND HEALTH INSURANCE; MANAGING DIRECTOR; START DATE=02/2011; HRS/MO=160; TRADING HRS/MO=40; SELLING FIXED INSURANCE PRODUCTS

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-05-05

S63 Uniform Securities Agent State Law Examination

2006-05-05

Other Names

Justin Ponella

View on SEC IAPD