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John Calvin Barber

Ameritas Advisory Services, LLC

Worthington, OH

CRD 4883976

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

Branch Locations

6797 N High St Ste 236, Worthington, OH 43085 • 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
Lpl Financial Llc Worthington OH 05/2013 04/2019
Ameritas Investment Corp Lincoln NE 06/2019 Present
Morton-Barber Learning Center Worthington OH 12/2014 Present
Barber Financial Group Ltd Worthington OH 06/2013 11/2019
Creative Financial Partners Worthington OH 06/2020 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 05/2013 → 04/2019
    Worthington, OH
  • 06/2019 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 12/2014 → Present
    Morton-Barber Learning Center
    Worthington, OH
  • 06/2013 → 11/2019
    Barber Financial Group Ltd
    Worthington, OH
  • 06/2020 → Present
    Creative Financial Partners
    Worthington, OH
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
Other Businesses

Dixon Wells; 5775 Perimeter Dr, Dublin OH 43017; inv rel; insurance brokerage company; Life Insurance Agent; start date=12/2014; hrs/mo=2; trading hrs/mo=2; I have used for fixed insurance products brokerage business-wrote life insurance with them through Transamerica and receive trail commissions on a quarterly basis * Morton-Barber Learning Center; same as branch; non-inv rel; insurance and financial services pre-licensing school; President/Owner; start date=12/2014; hrs/mo=40; trading hrs/mo=15; president/owner/instructor * JC Barber Holdings, LLC; same as branch; non-inv rel; shell company/LLC; President/Owner; start date=01/2016; hrs/mo=0; trading hrs/mo=0; this is a shell company/LLC only created for another DBA * Skylight Financial Group; 5455 Rings Rd, Dublin OH 43017; inv rel; insurance company; Life Insurance Agent; start date=09/2013; hrs/mo=2; trading hrs/mo=2; I receive trails from their fixed life products * Creative Financial Partners; same as branch; inv rel; insurance sales; Agent; start date=06/2020; hrs/mo=160; trading hrs/mo=140; sales of insurance products as an agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-07
S66 Uniform Combined State Law Examination 2017-09-11
S63 Uniform Securities Agent State Law Examination 2005-02-04
  • S65 Uniform Investment Adviser Law Examination
    2024-12-07
  • S66 Uniform Combined State Law Examination
    2017-09-11
  • S63 Uniform Securities Agent State Law Examination
    2005-02-04
Other Names
  • John Barber
  • John Calvin Barber
  • John Calvin Barber

View on SEC IAPD

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