Jonathan DavidCRD Number: 5336420
Current Firm: Ameritas Investment Corp
Jonathan David (CRD# 5336420) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 9 years of experience in the finance industry.
Ameritas Investment Corp
Wells Fargo Advisors, LLC
Pittenger & Anderson Inc.
|Ethel Walker School||Simbury, CT||Jan 2014 - Current||2|
|Kingswood-oxford School||West Hartford, CT||Jan 2013 - Current||3|
|Retailbenefits.com||Weatogue, CT||Mar 2011 - Current||5|
|Ameritas Investment Corp||Lincoln, NE||Jul 2008 - Current||8|
|Ameritas Life Insurance||Lincoln, NE||Jul 2008 - Current||8|
|Pc Planning & Benefits||Simsbury, CT||Apr 2007 - Current||9|
|Miss Porters School||Farmington, CT||Nov 2006 - Current||9|
|The Sport House||Canton, CT||Oct 2006 - Current||10|
|Union Central Life Insurance||Cincinnati, OH||Jul 2008 - Dec 2011||3|
|Acacia Life Insurance||Bethesda, MD||Jul 2008 - Dec 2011||3|
|Creative Resources Investment Advisors, LLC||Warwick, RI||Dec 2007 - Jun 2008||< 1|
|Creative Resources Broker Services, LLC||Warwick, RI||May 2007 - Jun 2008||1|
|Miss Porter School||Farmington, CT||Nov 2006 - Mar 2007||< 1|
|Sport House||Carton, CT||Oct 2006 - Mar 2007||< 1|
|Red Hawk Retail||Avon, CT||Feb 2006 - Oct 2006||< 1|
|The Sports Authority||W. Hartford, CT||Sep 2005 - Feb 2006||< 1|
|Speciality Sports||Denver, CO||Aug 2003 - Aug 2005||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management2,296MILLIONS
Total Number of Accounts8,235ACCOUNTS
Average Account Value$278,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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