James Harry Hixon

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

• 10/2003 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 01/2002 → Present
  Celtic Financial Services Llc
  Bridgeville, PA
• 10/2003 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 11/2012 → Present
  Celtic Wealth Management, Llc
  Bridgeville, PA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *CELTIC FINANCIAL SERVICES LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; OWNER; START DATE=01/2002; HRS/MO=160; TRADING HRS/MO=160; DEALING WITH CLIENTS, SELLING VARIOUS FINANCIAL PRODUCTS, RUN DAY TO DAY OPERATIONS OF THE DBA, I.E. PAYING BILLS, ETC.; *CELTIC WEALTH MANAGEMENT, LLC; SAME AS BRANCH; INV REL; DBA FOR FINANCIAL PLANNING, INSURANCE & INVESTMENTS; OWNER; START DATE=11/2012; HRS/MO=80; TRADING HRS/MO=80; FINANCIAL ADVISOR

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-24
• S63 Uniform Securities Agent State Law Examination
  1999-02-05

Other Names

• Jim Hixon