Jon R. Billinger
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jon R Billinger was a registered financial professional .
Jon is a previously registered financial professional and started their career in finance in 1990. Jon had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 12, 2022 - July 25, 2024
AMERITAS ADVISORY SERVICES, LLC
August 12, 2022 - July 25, 2024
AMERITAS INVESTMENT COMPANY, LLC
September 24, 2019 - August 10, 2022
WOODBURY FINANCIAL SERVICES, INC.
September 24, 2019 - August 10, 2022
WOODBURY FINANCIAL SERVICES, INC.
January 26, 2018 - February 15, 2019
OSAIC FS, INC.
January 26, 2018 - February 15, 2019
OSAIC FS, INC.
October 9, 2015 - November 21, 2017
PRINCIPAL SECURITIES, INC.
September 30, 2015 - November 21, 2017
PRINCIPAL SECURITIES, INC.
January 22, 2014 - October 7, 2015
LPL FINANCIAL LLC
January 22, 2014 - October 7, 2015
LPL FINANCIAL LLC
August 2, 2012 - January 15, 2014
WOODBURY FINANCIAL SERVICES, INC.
August 2, 2012 - January 15, 2014
WOODBURY FINANCIAL SERVICES, INC.
May 30, 2001 - July 31, 2012
MML INVESTORS SERVICES, LLC
July 19, 1990 - July 31, 2012
MML INVESTORS SERVICES, LLC
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
Exams
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
