Jon Billinger (CRD# 1932898) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Spring, TX and has over 33 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Aug 2022 - Current | 1 |
| Ameritas Investment Company, LLC | Lincoln, NE | Aug 2022 - Current | 1 |
| Ameritas Insurance Company | Lincoln, NE | Aug 2022 - Current | 1 |
| Billinger Financial & Insurance Services Inc. | Spring, TX | Jan 2020 - Current | 4 |
| Woodbury Financial Services Inc. | Costa Mesa, CA | Sep 2019 - Aug 2022 | 2 |
| Path Financial Services | Newport Beach, CA | Feb 2019 - Sep 2019 | < 1 |
| Lincoln Financial Securities Corporation | Newport Beach, CA | Jan 2018 - Feb 2019 | 1 |
| Principal Life Insurance Company | Irvine, CA | Sep 2015 - Nov 2017 | 2 |
| Princor Financial Services Corporation | Irvine, CA | Sep 2015 - Nov 2017 | 2 |
| Lpl Financial LLC | Ontario, CA | Jan 2014 - Sep 2015 | 1 |
| Citizens Business Bank | Ontario, CA | Jan 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- TX
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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