Jonathan H. Jarvis

AMERITAS ADVISORY SERVICES

Hamilton, OH

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CRD#: 1974651

Professional summary

Jonathan Howard Jarvis, who also goes by Jay Jarvis, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Hamilton, Ohio and AMERITAS INVESTMENT COMPANY, LLC located in Mishawaka, Indiana.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Jonathan has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Jarvis

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Howard Jarvis's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 5, 2024 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #2: 3930 Edison Lakes Parkway Ste 220, Mishawaka, IN 46545

RIA

CRD#: 317245

Hamilton, OH

Current

February 5, 2024 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 3930 Edison Lakes Parkway Ste 220, Mishawaka, IN 46545

CRD#: 14869

MISHAWAKA, IN

Past

September 14, 2022 - October 13, 2023

PROSPERITY CAPITAL ADVISORS

RIA

CRD#: 156480

Hamilton, OH

Past

November 1, 2021 - June 9, 2022

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

CINCINNATI, OH

Past

June 30, 2006 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

CINCINNATI, OH

Past

June 30, 2006 - June 9, 2022

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

CINCINNATI, OH

Past

January 19, 2006 - June 30, 2006

CARILLON INVESTMENTS, INC.

RIA

CRD#: 14646

CINCINNATI, OH

Past

January 10, 2006 - June 30, 2006

CARILLON INVESTMENTS, INC.

CRD#: 14646

CINCINNATI, OH

Past

August 24, 2005 - December 19, 2005

ESSEX NATIONAL SECURITIES, LLC

RIA

CRD#: 25454

CINCINNATI, OH

Past

August 23, 2005 - December 19, 2005

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

CINCINNATI, OH

Past

July 11, 2005 - September 1, 2005

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

CINCINNATI, OH

Past

June 2, 2003 - September 1, 2005

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

March 1, 2002 - December 10, 2002

TOUCHSTONE SECURITIES, LLC

CRD#: 1526

CINCINNATI, OH

Past

September 24, 1998 - April 4, 2001

CARILLON INVESTMENTS, INC.

CRD#: 14646

CINCINNATI, OH

Past

November 18, 1996 - June 24, 1997

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

July 17, 1992 - May 30, 1996

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

August 17, 1989 - July 16, 1992

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Illinois
(2/5/2024)

Indiana
(2/5/2024)

IAR

Indiana
(2/5/2024)

IAR

Ohio
(2/5/2024)

Ohio
(2/6/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/6/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/2/1989

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: 10/8/1991

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/16/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/8/1999

General Securities Principal Examination

SRO Registrations

FINRA

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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Firm Stability Insights

Jonathan H. Jarvis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Howard Jarvis's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

PROSPERITY CAPITAL ADVISORS

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CARILLON INVESTMENTS, INC.

CARILLON INVESTMENTS, INC.

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

TOUCHSTONE SECURITIES, LLC

CARILLON INVESTMENTS, INC.

SECURIAN FINANCIAL SERVICES, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/6/2005

Series 63

Date: 10/2/1989

SIE

Date: 10/1/2018

Series 7

Date: 10/8/1991

Series 6

Date: 8/16/1989

Series 24

Date: 7/8/1999

FINRA

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

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