JF
John R. Feldman
AMERITAS ADVISORY SERVICES
San Francisco, CA 94129
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CRD#: 2139396
JF
Professional summary
John Robert Feldman is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in San Francisco, California and AMERITAS INVESTMENT COMPANY, LLC located in San Francisco, California.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. John has worked at 4 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 4, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Boom Planning; same as branch; inv rel; financial planning; President & COO; start date=08/2015; hrs/mo=210; trading hrs/mo=160; manage operation and growth initiatives * Fishtank Consulting LLC; same as residence; non-inv rel; consulting with financial planning firms on occasion to assist in enhancing their operational and business building plans; Owner and Consultant; start date=03/2018; hrs/mo=80; trading hrs/mo=60; review all aspects of practice management including entire operation, employees, HR policies and procedures, client service, technology, marketing, client materials, and growth initiatives and then a summary of findings with recommendations-may be follow up work including help with execution of some or all of the recommendations * Canvas Financial; same as branch; inv rel; new organization with AIC that combines six different firms that are already with AIC-shell DBA used for marketing and firm consolidation purposes; President & COO; start date=08/2018; hrs/mo=200; trading hrs/mo=130; responsible for all areas of DBA and LLCs underneath it * Second Home; 4715 Thomas Dr. #806, Panama City Beach, FL 32408; non-inv rel; family vacation home along with some rentals throughout the year; Owner; start date=02/2021; hrs/mo=0; trading hrs/mo=0; my only responsibilities are as owner with my spouse-we have a rental property manager that handles any bookings
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Feldman's 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®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 38 Keyes Ave Ste 125, San Francisco, CA 94129RIA
CRD#: 317245
San Francisco, CA
Current
June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 38 Keyes Ave Ste 125, San Francisco, CA 94129BD
CRD#: 14869
San Francisco, CA
Past
July 13, 2018 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
CINCINNATI, OH
Past
May 31, 2018 - January 2, 2019
20/20 CAPITAL MANAGEMENT, INC
RIA
CRD#: 281692
SAN FRANCISCO, CA
Past
January 5, 2016 - October 2, 2017
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
CINCINNATI, OH
Past
June 30, 2006 - December 31, 2015
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
CINCINNATI, OH
Past
June 23, 2003 - June 30, 2006
CARILLON INVESTMENTS, INC.
RIA
CRD#: 14646
CINCINNATI, OH
Past
May 24, 1991 - June 30, 2006
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
CINCINNATI, OH
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".
AA
AMERITAS ADVISORY SERVICES, LLC
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.RR
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
RR
California(7/13/2018)
IAR
California(11/1/2021)
RR
Illinois(4/22/2024)
RR
Indiana(6/30/2006)
IAR
Indiana(11/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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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
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245San Francisco, CA 94129TRUST BUT VERIFY
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