Elizabeth E. Jacques
Investment adviser representative at Ameritas Advisory Services, LLC
11 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
11 years in the industry.
- Ameritas Advisory Services, LLCOct 2022 to now
- Ameritas Investment Company, LLCOct 2022 to now
- Harvest Wealth GroupSep 2022 to now
- Elizabeth Jacques PhotographyAug 2018 to now
- J.P. Morgan Securities LLCFeb 2019 to Jan 2021
- JPMorgan Chase Bank, N.A.Feb 2019 to Jan 2021
- Happy Trails Riding AcademyAug 2017 to Aug 2019
- Morgan StanleyDec 2015 to Sep 2018
- Morgan Stanley Private Bank, N.A.Dec 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6586855
- Firm CRD
- 317245