Catherine Lynn Jones

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

• 04/2013 → 11/2017
  State Of Ne, Securities Bureau
  Lincoln, NE
• 11/2017 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2008-01-11 → 2013-04-02
  Ameritas Investment Company, Llc
  Lincoln, NE

Exams

• S66 Uniform Combined State Law Examination
  2008-01-04
• S63 Uniform Securities Agent State Law Examination
  2001-05-22

Other Names

• Cathy Doeschot
• Catherine Lynn Doeschot
• Cathy Jones
• Catherine Lynn Doeschot