Jennifer Stavich, financial advisor San Luis Obispo CA
93 score

Jennifer Stavich

CRD Number: 5608507
Current Firm: Ameritas Investment Corp

Jennifer Stavich (CRD# 5608507) is an Investment Advisor Representative working at Ameritas Investment Corp in San Luis Obispo, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Naifa Paso Robles, CA Jul 2015 - Current 1
Ameritas Investment Corp Lincoln, NE Sep 2013 - Current 3
Jennifer Stavich San Luis Obispo, CA Jul 2013 - Current 3
J.p. Morgan Securities LLC San Luis Obispo, CA Oct 2012 - Jul 2013 < 1
Chase Investment Services Corp. Queen Creek, AZ Aug 2011 - Oct 2012 1
Jpmorgan Chase Bank Queen Creek, AZ Aug 2011 - Jun 2012 < 1
Axa Advisors, LLC New York, NY Feb 2009 - Aug 2011 2
San Diego State University San Diego, CA Aug 2003 - Jan 2009 5
Jennifer Roberts San Diego, CA Mar 2003 - Jan 2009 5
Aut University Auckland, Feb 2008 - Jun 2008 < 1
Cbiz Financial Solutiions San Diego, CA Sep 2007 - Dec 2007 < 1
Wealth Wise San Diego, CA Sep 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Jennifer R. Stavich
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
93
Clean Record
This advisor has a clean track record with regulators.

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