Jacob Messick
Investment adviser representative at Ameritas Advisory Services, LLC
18 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$13.7BFirm assets
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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
18 years in the industry.
- Ameritas Advisory Services, LLCJun 2024 to now
- Ameritas Investment CorpDec 2014 to now
- Ameritas Life Insurance CorpMar 2008 to now
Designations
- CFP® certification
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (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
- 6415184
- Firm CRD
- 317245