Janeen Ingram, financial advisor Roseville CA
71 score

Janeen Ingram

CRD Number: 3159867
Current Firm: Ameritas Investment Corp

Janeen Ingram (CRD# 3159867) is an Investment Advisor Representative working at Ameritas Investment Corp in Roseville, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Smoke Junction Inc. Sacramento, CA Apr 2013 - Current 3
Ameritas Investment Corp Lincoln, NE Feb 2009 - Current 7
Cenco-altmann Affiliates Roseville, CA Jan 2009 - Current 7
The Prudential Insurance Company Of America Shelton, CT Feb 2008 - Dec 2008 < 1
Prudential Annuities Distributors, Inc. Shelton, CT Feb 2008 - Dec 2008 < 1
Ast Investment Services Shelton, CT Feb 2008 - Dec 2008 < 1
Wm Funds Distributor El Dorado Hills, CA Jun 2005 - Feb 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Janeen D. Ingram
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
71

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