John C. Kenan
Professional summary
John Charles Kenan is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Greensboro, North Carolina and AMERITAS INVESTMENT COMPANY, LLC located in Greensboro, North Carolina.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. John has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Charles Kenan's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 101 S Elm St Ste 220, Greensboro, NC 27401June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 101 S Elm St Ste 220, Greensboro, NC 27401June 30, 2006 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
June 26, 2006 - June 30, 2006
CARILLON INVESTMENTS, INC.
February 17, 1994 - June 30, 2006
CARILLON INVESTMENTS, INC.
February 10, 1988 - January 20, 1994
VERAVEST INVESTMENTS, INC.
Primary Firm SEC Registration
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/18/2025)
(5/26/2021)
(6/30/2006)
(6/30/2006)
(11/26/2019)
(6/30/2006)
(12/7/2022)
(1/20/2023)
(2/2/2025)
(6/30/2006)
(11/1/2021)
(1/5/2011)
(8/11/2015)
(6/30/2006)
(4/8/2011)
(6/30/2006)
(7/15/2023)
(6/3/2008)
(6/30/2006)
(1/9/2008)
Exams
FINRA
Current Firm
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
Contact information
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.
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Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Greensboro, NC 27401TRUST BUT VERIFY
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