Joel Lawrence Kubala
Investment adviser representative at Ameritas Advisory Services, LLC
16 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
16 years in the industry.
- Ameritas Advisory Services, LLCFeb 2026 to now
- Ameritas Investment Company, LLCFeb 2026 to now
- Premier Planning GroupFeb 2026 to now
- Ironman Real Estate, LLCJun 2010 to now
- Stifel Nicolaus & Co IncJan 2022 to Feb 2026
- Fidelity InvestmentsNov 2020 to Jan 2022
- UnemployedJul 2020 to Oct 2020
- Atkins & Pearce, Inc.Jul 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (KY, OH).
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
- 7315407
- Firm CRD
- 317245