Johnathan Hunter Bartholomew
Investment adviser representative at Ameritas Advisory Services, LLC
13 yearsExperience
1 stateRegistered 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.
- Iowa Judicial BranchAug 2026 to now
- Ameritas Advisory Services, LLCJul 2023 to now
- Hawkeye BrokerageJun 2023 to now
- Ameritas Investment Company, LLCMay 2023 to now
- Midwest Financial Solutions, LLCJan 2023 to now
- Goodman Keller P.C.Feb 2025 to Feb 2026
- Americans for ProsperityJul 2021 to Nov 2022
- Lb Products LLCJan 2021 to Jun 2021
- University of IowaAug 2020 to May 2023
- Iowa GopJul 2020 to Dec 2020
- FarewayMay 2018 to Jul 2020
- Organic Greens LLCJun 2016 to Nov 2017
- Capps Home & RepairMay 2016 to Aug 2019
- SchoolJan 2013 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7722273
- Firm CRD
- 317245