Jonathan Brett Mosenson
Investment adviser representative at Ameritas Advisory Services, LLC
22 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
22 years in the industry.
- Ameritas Advisory Services, LLCMay 2025 to now
- Ameritas Investment Company, LLCMay 2025 to now
- Jtl Wealth Management Inc.May 2017 to now
- Jadg AssociatesApr 2004 to now
- J&g AssociatesJan 2004 to now
- Hornor Townsend & Kent IncFeb 2018 to Apr 2025
- Penn Mutual Life InsuranceJan 2018 to Apr 2025
- Principal Life Ins CoAug 2011 to Jan 2018
- Princor Financial Services CorpAug 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 5951136
- Firm CRD
- 317245