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EJ

Edsel T. Jamias

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CRD#: 2135486
EJ

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.

Edsel Ty Jamias, who also goes by Edsel T Jamias, Edsel Ty Jamias, Edsel Jamias, was a registered financial professional .

Edsel is a previously registered financial professional and started their career in finance in 1994. Edsel had worked at 15 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 31 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edsel T Jamias | Edsel Ty Jamias | Edsel Jamias

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)


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

January 5, 2021 - May 26, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
San Jose, CA
Past

January 5, 2021 - May 26, 2021

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
San Jose, CA
Past

June 8, 2020 - January 5, 2021

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
Foster City, CA
Past

February 27, 2018 - January 7, 2019

TD AMERITRADE, INC.

RIA
CRD#: 7870
FREMONT, CA
Past

February 26, 2018 - January 7, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
OMAHA, NE
Past

February 26, 2018 - January 7, 2019

TD AMERITRADE, INC.

BD
CRD#: 7870
FREMONT, CA
Past

March 9, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

March 8, 2017 - February 26, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
SAN MATEO, CA
Past

December 5, 2016 - March 14, 2017

PLANUP FINANCIAL

RIA
CRD#: 285845
FOSTER CITY, CA
Past

July 28, 2016 - September 22, 2016

EK RILEY INVESTMENTS, LLC

RIA
CRD#: 121003
Menlo Park, CA
Past

July 28, 2016 - September 22, 2016

EK RILEY INVESTMENTS, LLC

BD
CRD#: 121003
Menlo Park, CA
Past

April 11, 2016 - July 22, 2016

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SAN FRANCISCO, CA
Past

May 8, 2015 - December 21, 2015

EDWARD JONES

RIA
CRD#: 250
SAN CARLOS, CA
Past

February 25, 2015 - December 21, 2015

EDWARD JONES

BD
CRD#: 250
SAN CARLOS, CA
Past

October 27, 1997 - November 19, 1998

AMERICAN CENTURY BROKERAGE, INC.

BD
CRD#: 42846
KANSAS CITY, MO
Past

June 30, 1997 - September 9, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 24, 1996 - June 20, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 12, 1996 - November 4, 1996

E*TRADE SECURITIES LLC

BD
CRD#: 29106
JERSEY CITY, NJ
Past

October 19, 1994 - November 30, 1994

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA

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.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/13/2015
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/28/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 10/30/1996
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


AI
AMERITAS INVESTMENT COMPANY, LLC
AMERITAS ADVISORY SERVICES | THE ADVISORS GROUP (TAG) | SOWER SECURITIES CORP. | BLN INVESTMENT CORP. | AMERITAS INVESTMENT CORP. | AMERITAS INVESTMENT CORP | AMERITAS INVESTMENT COMPLANY, LLC | AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869 / SEC#: 801-undefined, 8-31296

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
5900 "o" Street, Lincoln, NE 68510
Mailing Address
Po Box 5507, Lincoln, NE 68505-0507
Phone number
(800) 335-9858
Established
Nebraska since 04/10/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (9/16/2021)

Direct owners and executive officers


NamePositionCRD#
AMERITAS LIFE INSURANCE CORP.BENEFICIAL OWNER
BEASLEY, RYAN CHARLESMEMBER BOARD OF DIRECTORS2943009
BERTHOLD, RICHARD AARONVICE PRESIDENT, OPERATIONS4433172
BIEL, ROLLIN LYNNFINANCIAL AND OPERATIONS PRINCIPAL5101711
HALVERSON, KELLY JAYMEMBER BOARD OF DIRECTORS7977580
KINSELLA, MATTHEW JOHNCHIEF COMPLIANCE OFFICER5217108
KORTE, BRENT FRAZIERMEMBER BOARD OF DIRECTORS4808103
ROBSON, JEREMY MICHAELPRESIDENT AND MEMBER BOARD OF DIRECTORS4147931
SCHUBAUER, TYLER JOSEPHCORPORATE SECRETARY6392775
SHERFFIUS, MARIA ELIZABETHSECOND VICE PRESIDENT - COMPLIANCE OFFICER2726500
WU, MICHELE XIAOMINGMEMBER BOARD OF DIRECTORS7863936

Disclosures


Regulatory Event21
Arbitration2

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 INVESTMENT COMPANY, LLC

CRD#: 14869

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