JC
James R. Christensen
AMERITAS ADVISORY SERVICES
La Vista, NE 68128
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CRD#: 1318509
JC
Professional summary
James Raymond Christensen JR, who also goes by Jim Christensen, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in La Vista, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in La Vista, Nebraska.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. James has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jim Christensen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * INSOURCE INC; SAME AS BRANCH; INV REL; MEDICAL INSURANCE, LTC INSURANCE, FIXED PRODUCTS; START DATE=09/1998; HRS/MO=25; TRADING HRS/MO=4; GROUP & DENTAL INSURANCE SALES * INSOURCE BENEFITS GROUP; SAME AS BRANCH; INV REL; MEDICAL INSURANCE, LTC INSURANCE, FIXED PRODUCTS; PRESIDENT; START DATE=02/2012; HRS/MO=25; TRADING HRS/MO=4; GROUP & DENTAL INSURANCE SALES * BozCo Properties, LLC; same as branch; non-inv rel; LLC is the owner of 2 residential real estate properties; Managing Member; start date=03/2019; hrs/mo=10; trading hrs/mo=0; maintain the real estate properties held in the LLC * InSOURCE Real Estate, LLC; same as branch; non-inv rel; management and administration of real estate investments, specifically will own 10% of 12329 Southport Pkwy building in LaVista NE; Managing Member; start date=03/2019; hrs/mo=10; trading hrs/mo=0; limited liability partner * inSOURCE Financial Advisors, LLC; same as branch; inv rel; LLC is DBA for the merger with AIC's Retail reps to offer life & disability insurance and fixed indexed annuities to clients; Managing Member; start date=07/2019; hrs/mo=30; trading hrs/mo=30; individual life insurance, disability insurance and fixed index annuity sales * Premiums Building Group, LLC; 12329 Southport Pkwy, LaVista NE 68128; non-inv rel; building owner; Partner; start date=08/2020; hrs/mo=1; trading hrs/mo=1; attend meetings regarding status of building * inSOURCERx; same as branch; non-inv rel; prescription drug savings card; CEO; start date=02/2020; hrs/mo=10; trading hrs/mo=2; management oversight & strategic planning
CRS (Client Relationship Summary) - RIA
Click below to view James Raymond Christensen JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 12120 Port Grace Blvd Ste 101, La Vista, NE 68128Office #2: 390 N Cotner Blvd, Lincoln, NE 68505RIA
CRD#: 317245
La Vista, NE
Current
December 19, 1984 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 12120 Port Grace Blvd Ste 101, La Vista, NE 68128Office #2: 390 N Cotner Blvd, Lincoln, NE 68505BD
CRD#: 14869
La Vista, NE
Past
July 17, 1997 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
OMAHA, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/7/2019)
RR
Alaska(7/23/2019)
RR
Arizona(5/17/2010)
RR
Arkansas(6/28/2001)
RR
California(5/7/2019)
RR
Colorado(4/11/1989)
RR
Connecticut(7/23/2019)
RR
Florida(12/18/2000)
RR
Georgia(5/7/2019)
RR
Hawaii(7/23/2019)
RR
Idaho(5/7/2019)
RR
Illinois(5/7/2019)
RR
Indiana(5/7/2019)
RR
Iowa(4/23/1985)
RR
Kansas(4/2/2013)
RR
Kentucky(7/23/2019)
RR
Louisiana(7/23/2019)
RR
Maine(7/23/2019)
RR
Maryland(5/7/2019)
RR
Michigan(7/23/2019)
RR
Minnesota(1/12/2011)
RR
Mississippi(7/23/2019)
RR
Missouri(1/3/2001)
RR
Nebraska(12/19/1984)
IAR
Nebraska(11/1/2021)
RR
Nevada(7/23/2019)
RR
New Hampshire(7/23/2019)
RR
New Jersey(7/23/2019)
RR
New Mexico(7/23/2019)
RR
New York(5/7/2019)
RR
North Carolina(7/23/2019)
RR
North Dakota(5/7/2019)
RR
Ohio(11/13/2017)
RR
Oklahoma(12/18/2017)
RR
Oregon(7/23/2019)
RR
Pennsylvania(5/17/2024)
RR
South Carolina(12/1/2015)
RR
South Dakota(5/7/2019)
RR
Tennessee(7/5/2022)
RR
Texas(5/7/2019)
IAR
Texas(11/1/2021)
RR
Utah(7/23/2019)
RR
Vermont(7/23/2019)
RR
Washington(7/23/2019)
RR
Wisconsin(11/30/2011)
RR
Wyoming(5/7/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245La Vista, NE 68128TRUST BUT VERIFY
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