Joshua Morton
Investment adviser representative at Ameritas Advisory Services, LLC
10 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
10 years in the industry.
- Ameritas Advisory Services, LLCAug 2025 to now
- Ameritas Investment Company, LLCAug 2025 to now
- Northeast Financial GroupAug 2025 to now
- DriftJun 2024 to now
- Massmutual Life Insurance CoJan 2025 to Jun 2025
- MML Investors Services, LLCJan 2025 to Jun 2025
- The PavilionJun 2022 to Aug 2022
- Fenton River GrillOct 2021 to May 2024
- Trowbridge Stone MasonryJun 2021 to Aug 2021
- Eastern Connecticut State UniversityAug 2020 to May 2024
- Colonial Car WashApr 2019 to Jan 2021
- UnemployedJan 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8029572
- Firm CRD
- 317245