James Matthew Martin

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

• 08/2011 → 04/2020
  Allied Financial Consultant Llc (158812)
  Fort Worth, TX
• 01/2011 → Present
  Financial Adviser Network
  Newark, TX
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 09/2019 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 01/2020 → 11/2021
  Ameritas Investment Company, Llc
  Lincoln, NE

Previous Registrations

• 2020-01-24 → 2021-11-01
  Ameritas Investment Company, Llc
  Austin, TX
  Ft Worth, TX
  Glendale, AZ
  Ft Worth, TX
  Ft Worth, TX
• 2011-09-20 → 2020-04-07
  Allied Financial Consultant Llc
  Fort Worth, TX
• 2005-02-11 → 2011-03-15
  Mml Investors Services, Llc
  Fort Worth, TX
  Fort Worth, TX
• 2004-01-21 → 2005-02-09
  Mony Securities Corporation
  Ft Worth, TX

Other Businesses

FINANCIAL ADVISER NETWORK; SAME AS BRANCH; INV REL; INSURANCE SALES; OWNER/GENERAL AGENT; START DATE=01/2011; HRS/MO=160; TRADING HRS/MO=40; DIRECT ALL HIRING, MARKETING, PRODUCT PLACEMENT, AND EXPENSE MANAGEMENT FOR AGENCY;

Exams

• S66 Uniform Combined State Law Examination
  2003-12-08
• S63 Uniform Securities Agent State Law Examination
  1996-07-19