John Joseph Kehoe
Investment adviser representative at Ameritas Advisory Services, LLC
25 yearsExperience
1 stateRegistered 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
25 years in the industry.
- Ameritas Advisory Services, LLCNov 2024 to now
- Ameritas Investment Company, LLCNov 2024 to now
- Capstone Financial GroupNov 2024 to now
- New Frontier Advisors LLCMay 2023 to Nov 2024
- UnemployedDec 2022 to May 2023
- Portsmouth Financial ServicesJun 2022 to Dec 2022
- EqisJun 2022 to Nov 2022
- Northern Lights Distributors, LLCMar 2022 to May 2022
- Main Management, LLCMay 2021 to May 2022
- Ceros Financial ServicesMay 2021 to Mar 2022
- UnemployedDec 2019 to Apr 2021
- Sei Investments CompanyJan 2001 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2235171
- Firm CRD
- 317245