Jeffrey Allen Endecott

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

• 10/2013 → 01/2023
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 10/2013 → 01/2023
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 12/2015 → 01/2023
  First Command Advisory Services
  Fort Worth, TX
• 04/2022 → 08/2026
  Cam- Chamber Arms Manufacturing
  Pensacola, FL
• 02/2023 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 02/2023 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 02/2023 → Present
  Ameritas Life Insurance Company
  Lincoln, NE
• 01/2023 → 02/2023
  Fulllife Financial Planning
  Pensacola, FL
• 04/2023 → Present
  Freedom Financial Wealth Building Group
  Pensacola, FL

Previous Registrations

• 2015-12-15 → 2023-02-03
  First Command Advisory Services
  Fort Worth, TX
  Pensacola, FL
  Fort Worth, TX
• 2013-09-13 → 2015-12-15
  First Command Brokerage Services, Inc.
  Pensacola, FL

Other Businesses

Freedom Financial Wealth Building Group; inv rel; same as branch; Insurance services; Owner; start date=04/2023; hrs/mo=200; trading hrs/mo=185; Day to day functions of company, recruiting, hiring, firing and advisory services for clients

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-03
• S65 Uniform Investment Adviser Law Examination
  2013-09-10

Other Names

• Jeff Endecott