Jeffrey Craig Samson

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

• 06/2006 → Present
  Ameritas Investment Corp.
  Danville, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2006 → Present
  David White & Associates
  San Ramon, CA

Previous Registrations

• 2003-10-14 → 2006-06-30
  Carillon Investments, Inc.
  Danville, CA
  Danville, CA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; SELF-EMPLOYED LANDLORD; 11 JANIN PLACE, PLEASANT HILL CA 94523; NON-INV REL; TOWNHOUSE RENTAL; OWNER/LANDLORD; START DATE=06/2006; HRS/MO=2; TRADING HRS/MO=1; COLLECT RENT, PAY EXPENSES, SCREEN POTENTIAL TENANTS, MAINTAIN PROPERTY * dba DAVID WHITE & ASSOCIATES; INV REL; 3150 CROW CANYON PL, SAN RAMON, CA 94583; INSURANCE AND SECURITIES PRODUCTS; AGENT; START DATE=01/2006; HRS/MO=160; TRADING HRS/MO=100; SELL INSURANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-26
• S63 Uniform Securities Agent State Law Examination
  2000-12-07