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John Walter Basham

Investment adviser representative at Ameritas Advisory Services, LLC
20 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

20 years in the industry.

  1. Verso Insurance PartnersJul 2026 to now
  2. Ameritas Advisory Services, LLCFeb 2024 to now
  3. Ameritas Investment Company, LLCFeb 2024 to now
  4. Verso FinancialJan 2024 to now
  5. Ameriprise Financial Services, IncJul 2006 to Jan 2024

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (IN, 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
5191561
Firm CRD
317245
Advisor's SEC record (opens in a new tab)
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