James Christopher Shaffer
Investment adviser representative at Ameritas Advisory Services, LLC
27 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
27 years in the industry.
- Ameritas Advisory Services, LLCSep 2026 to now
- Ameritas Investment Company, LLCSep 2026 to now
- Harvest Wealth GroupSep 2026 to now
- Allstate Financial Advisors, LLCNov 2012 to Aug 2026
- Allstate Financial Services, LLCNov 2012 to Aug 2026
- Allstate Insurance CoNov 2012 to Aug 2026
- Jcs Insurance and Financial SolutionsNov 2012 to Aug 2017
- Genworth Life Insurance CoApr 1999 to Aug 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2004
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
- 2975930
- Firm CRD
- 317245