JC
John E. Calles
AMERITAS ADVISORY SERVICES
CORAL GABLES, FL 33134
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CRD#: 2294987
JC
Professional summary
John Elias Calles, ChFC®, CLU® is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Coral Gables, Florida and AMERITAS INVESTMENT COMPANY, LLC located in Coral Gables, Florida.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. John has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 51 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.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * APPROVED TO OFFER LIFE SETTLEMENTS ON FIXED INSURANCE PRODUCTS * CALLES FINANCIAL; SAME AS BRANCH; INV REL; INSURANCE AGENCY; PRESIDENT/SECRETARY/TREASURER; START DATE=2001; HRS/MO=160; TRADING HRS/MO=160; MANAGER * JOHN E. CALLES, ESQ.; SAME AS BRANCH; NON-INV REL; ATTORNEY; SELF; START DATE=10/1992; HRS/MO=1; TRADING HRS/MO=1; LAW PRACTICE * THE MIAMI AGENCY; SAME AS BRANCH; INV REL; DBA FOR AGENCY; MANAGER; START DATE=01/2001; HRS/MO=160; TRADING HRS/MO=160; MANAGER * National Wealth Group LLC; same as branch; inv rel; recruiting agents to work with each of our local agencies-not use for selling, marketing insurance or financial products; Partner; start date=10/2019; hrs/mo=10; trading hrs/mo=10; recruiting agents * Miami-Dade County Health Facilities Authority; non inv rel; 111 NW 1 St, Miami, FL 33128; Providing means in assisting development and maintenance of the County's Health Facilities; Vice Chairman; start date=06/2017; hrs/mo=1; trading hrs/mo=1; Serve on Governing Board
CRS (Client Relationship Summary) - RIA
Click below to view John Elias Calles'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®
Experience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 2655 Le Jeune Road Ph-2d, Coral Gables, FL 33134RIA
CRD#: 317245
CORAL GABLES, FL
Current
June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 2655 Le Jeune Road, Ph-2d, Coral Gables, FL 33134BD
CRD#: 14869
Coral Gables, FL
Past
June 30, 2006 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
November 19, 1999 - June 30, 2006
CARILLON INVESTMENTS, INC.
RIA
CRD#: 14646
CORAL GABLES, FL
Past
November 18, 1999 - June 30, 2006
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
CORAL GABLES, FL
Past
November 30, 1992 - December 1, 1993
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
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(5/1/2007)
RR
Florida(6/30/2006)
IAR
Florida(11/1/2021)
RR
Maryland(4/30/2019)
RR
New York(8/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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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Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Coral Gables, FL 33134TRUST BUT VERIFY
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