Antonio Julian Ojeda
Investment adviser representative at Ameritas Advisory Services, LLC
32 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
32 years in the industry.
- Envision Wealth NetworkMar 2023 to now
- Ameritas Wealth AdvisorsSep 2022 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Tony Ojeda Financial Center, Inc/dba Integrity CenterApr 2018 to now
- Ameritas Investment Corp.Dec 1994 to now
- Ameritas Life Insurance CorpAug 1994 to now
- Unico Group, IncSep 2014 to Apr 2018
- Unico Midlands, LLCNov 2012 to Aug 2017
- Midlands Financial BenefitsJan 2006 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 2576740
- Firm CRD
- 317245