Jeffrey Allen Dunn
Investment adviser representative at Ameritas Advisory Services, LLC
22 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
22 years in the industry.
- Ameritas Advisory Services, LLCSep 2025 to now
- Ameritas Investment Company, LLCSep 2025 to now
- Ameritas Life Insurance CorpSep 2025 to now
- Edward JonesJul 2021 to Sep 2025
- Mahoney Financial Organization, LLCJan 2021 to Jul 2021
- Nylife Securities LLC.Jan 2021 to Jul 2021
- W&s Brokerage ServicesNov 2019 to Dec 2020
- Western Southern LifeNov 2019 to Dec 2020
- UnemployedSep 2019 to Oct 2019
- Ftj Fundchoice, LLCNov 2018 to Aug 2019
- Edward JonesJun 2018 to Oct 2018
- UnemployedMar 2018 to May 2018
- Edward JonesJan 2018 to Feb 2018
- New York Life Insurance CompanyAug 2004 to Jul 2021
- Nylife Distributors LLCAug 2004 to Nov 2017
- Nylife Securities IncAug 2004 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 2423145
- Firm CRD
- 317245