Joshua Wilcox
Investment adviser representative at Ameritas Advisory Services, LLC
13 yearsExperience
3 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
13 years in the industry.
- Wilcox ConsultingJan 2026 to now
- Ameritas Advisory Services, LLCJan 2023 to now
- Ameritas Investment Company, LLCJan 2023 to now
- Ameritas Life Insurance CompanyJan 2023 to now
- United Wealth Advisors GroupJan 2023 to now
- Mutual of Omaha Insurance CompanyMay 2018 to Dec 2022
- Mutual of Omaha Investor ServicesMay 2018 to Dec 2022
- Woodmen Financial Services, Inc.Apr 2018 to May 2018
- UnemployedFeb 2018 to Apr 2018
- Orion Advisor ServicesJul 2017 to Feb 2018
- Norfolk Public SchoolsDec 2015 to Dec 2016
- Ameritas Investment CorpApr 2013 to Jun 2017
- Ameritas Life Insurance CorpApr 2013 to Jun 2017
- Ameritas Financial CenterMar 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (CO, MD, NE).
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
- 6154845
- Firm CRD
- 317245