Jonathan Freed

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

• 03/1994 → Present
  Freed Management Group Inc.
  Oyster Bay, NY
• 12/2012 → 06/2019
  Securities America, Inc.
  Oyster Bay, NY
• 05/2019 → 06/2019
  Securities America Advisors, Inc.
  Oyster Bay, NY
• 07/2019 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 12/2018 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 12/2018 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

Freed Management Group Inc.; same as branch; inv rel; insurance sales; President; start date=03/1994; hrs/mo=168; trading hrs/mo=168; marketing, prospecting, service and sales of life insurance, health insurance, disability insurance, long term care insurance and property & casualty insurance, sales of fixed annuities, service and administration of my sales office * ABHC Property Group LLC; same as branch; non-inv rel; commercial real estate management; Limited Partner-Consultant; start date=2009; hrs/mo=1; trading hrs/mo=0; accompany the Managing Partner on business trips to visit real estate holdings and look at new potential acquisitions, possibly invest in properties in the future

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-10-18