Jeffrey Dean Allen
Investment adviser representative at Ameritas Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ameritas Advisory Services, LLCFeb 2023 to now
- Ameritas Investment CorpMay 2017 to now
- Ameritas Life Insurance CorpMay 2017 to now
- Nowlin and AssociatesApr 2017 to now
- The Ascent GroupMay 2021 to May 2023
- Raymond James & Associates, Inc.Feb 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1939597
- Firm CRD
- 317245