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Phillip Jack Vetter

Ameritas Advisory Services, LLC

Phoenix, AZ

CRD 1475665

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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
AZ RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • AZ RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

2122 E Highland Ave Ste 260, Phoenix, AZ 85016 • 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
Ameritas Investment Corp. Lincoln NE 10/2003 Present
Ameritas Life Insurance Company Lincoln NE 10/2003 Present
Arizona Advisors Llc Phoenix AZ 10/2005 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 10/2003 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 10/2003 → Present
    Ameritas Life Insurance Company
    Lincoln, NE
  • 10/2005 → Present
    Arizona Advisors Llc
    Phoenix, AZ
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 1997-07-08 → 2004-09-30
    The Advisors Group, Inc.
    Phoenix, AZ
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *ARIZONA ADVISORS LLC; SAME AS BRANCH; INV REL; SALES OF NON-SECURITIES RELATED PRODUCTS; OWNER & MANAGING PARTNER; START DATE = 10/2005; HRS/MO = 160; TRADING HRS/MO = 160; SALES OF NON-SECURITIES RELATED PRODUCTS;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-25
S63 Uniform Securities Agent State Law Examination 1986-05-02
  • S65 Uniform Investment Adviser Law Examination
    1998-08-25
  • S63 Uniform Securities Agent State Law Examination
    1986-05-02
Other Names
  • Phil Jack Vetter
  • Phillip Jack Vetter
  • Phil Jack Vetter
  • Philjack Vetter

View on SEC IAPD

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