Jace ChamplinCRD Number: 5494050
Current Firm: Ameritas Investment Corp
Jace Champlin (CRD# 5494050) is an Investment Advisor Representative working at Ameritas Investment Corp in Overland Park, KS and has over 8 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Ameritas Life Insurance Corp||Lincoln, NE||Jan 2015 - Current||1|
|Legal Shield||Overland Park, KS||Jan 2014 - Current||2|
|The Retirement Store||Overland Park, KS||Sep 2013 - Current||3|
|Rca Wealth Strategies||Overland Park, KS||Feb 2013 - Current||3|
|Ameritas Investment Corp||Lincoln, NE||Jan 2013 - Current||3|
|Central Financial Services||Overland Park, KS||Jan 2013 - Current||3|
|Herbal Life||Gardner, KS||May 2012 - Dec 2013||1|
|New England Securities||Overland Park, KS||Feb 2008 - Jan 2013||4|
|Grimms Gardens||Hiawatha, KS||May 2006 - Feb 2008||1|
|Northwest Missouri State University||Maryville, MO||Aug 2003 - Dec 2007||4|
|Complete Outdoor Services||Maryville, MO||Sep 2006 - Nov 2007||1|
|Jefferson High School||Conception Jct., MO||Mar 2007 - Apr 2007||< 1|
|Service Lube||Maryville, MO||Nov 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S65||NASAA Investment Advisors Law Examination||Mar 2009|
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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