James Harry Hixon
Investment adviser representative at Ameritas Advisory Services, LLC
24 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
24 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Celtic Wealth Management, LLCNov 2012 to now
- Ameritas Investment Corp.Oct 2003 to now
- Ameritas Life Insurance CorpOct 2003 to now
- Celtic Financial Services LLCJan 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 3169646
- Firm CRD
- 317245