James Christensen (CRD# 1318509) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in La Vista, NE and has over 39 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Insourcerx | Omaha, NE | Feb 2020 - Current | 4 |
| Insource Financial Advisors, LLC | Lincoln, NE | Jul 2019 - Current | 4 |
| Insource Benefits Group | Lavista, NE | Feb 2012 - Current | 12 |
| Ameritas Life Insurance Corp Of New York | New York, NY | Jul 2007 - Current | 16 |
| Insource Inc. | Lincoln, NE | Sep 1998 - Current | 25 |
| Ameritas Life Insurance Corp. | Lincoln, NE | Feb 1988 - Current | 36 |
| Ameritas Investment Corp. | Lincoln, NE | Oct 1984 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1985 |
- NE
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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