Jon R. Billinger

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CRD#: 1932898

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

Are you a "fiduciary"?

Aliases

None

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.

BILLINGER FINANCIAL & INSURANCE SERVICES INC.; SAME AS BRANCH; INV REL; SELL LIFE INSURANCE & INVESTMENTS; OWNER; START DATE=01/2020; HRS/MO=100; TRADING HRS/MO=50; MARKETING, PLAN DESIGN, ANNUAL REVIEWS

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 12, 2022 - July 25, 2024

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

SPRING, TX

Past

August 12, 2022 - July 25, 2024

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

SPRING, TX

Past

September 24, 2019 - August 10, 2022

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

THE WOODLANDS, TX

Past

September 24, 2019 - August 10, 2022

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

THE WOODLANDS, TX

Past

January 26, 2018 - February 15, 2019

OSAIC FS, INC.

RIA

CRD#: 3870

NEWPORT BEACH, CA

Past

January 26, 2018 - February 15, 2019

OSAIC FS, INC.

CRD#: 3870

NEWPORT BEACH, CA

Past

October 9, 2015 - November 21, 2017

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

IRVINE, CA

Past

September 30, 2015 - November 21, 2017

PRINCIPAL SECURITIES, INC.

CRD#: 1137

IRVINE, CA

Past

January 22, 2014 - October 7, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

ONTARIO, CA

Past

January 22, 2014 - October 7, 2015

LPL FINANCIAL LLC

CRD#: 6413

ONTARIO, CA

Past

August 2, 2012 - January 15, 2014

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

IRVINE, CA

Past

August 2, 2012 - January 15, 2014

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

IRVINE, CA

Past

May 30, 2001 - July 31, 2012

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

FRESNO, CA

Past

July 19, 1990 - July 31, 2012

MML INVESTORS SERVICES, LLC

CRD#: 10409

FRESNO, CA

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/28/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/26/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/26/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/18/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

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	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jon R. Billinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

OSAIC FS, INC.

OSAIC FS, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2001

Series 63

Date: 2/26/1991

SIE

Date: 10/1/2018

Series 7

Date: 4/26/2000

Series 6

Date: 7/18/1990

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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