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Jaclyn Bautista

Ameritas Advisory Services, LLC

Tamps, FL

CRD 6169231

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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
FL RA APPROVED 2021-11-01
  • FL RA
    APPROVED
    Since 2021-11-01

Branch Locations

Tamps, FL • 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
J.W. Cole Financial, Inc. Tampa FL 02/2013 03/2019
Calton & Associates, Inc. Tampa FL 04/2019 05/2021
Ameritas Investment Company, Llc Lincoln NE 06/2021 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-02
  • S66 Uniform Combined State Law Examination
    2019-05-02
Other Names
  • Jaclyn Bautista
  • Jaclyn Meador
  • Jaclyn Bautista Meador

View on SEC IAPD

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