Jeffrey A. Dunn

AMERITAS ADVISORY SERVICES

Union, KY

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CRD#: 2423145

Professional summary

Jeffrey Allen Dunn is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Union, Kentucky and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jeffrey has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Dunn'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

September 29, 2025 - Present

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

Union, KY

Current

September 29, 2025 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 5900 "o" Street, Lincoln, NE 68510-2234

CRD#: 14869

Lincoln, NE

Past

July 19, 2021 - September 24, 2025

EDWARD JONES

RIA

CRD#: 250

UNION, KY

Past

July 19, 2021 - September 24, 2025

EDWARD JONES

CRD#: 250

CONCORD, OH

Past

January 7, 2021 - July 13, 2021

NYLIFE SECURITIES LLC

CRD#: 5167

UNION, KY

Past

November 14, 2019 - December 15, 2020

W&S BROKERAGE SERVICES, INC.

RIA

CRD#: 8099

CINCINNATI, OH

Past

November 14, 2019 - December 15, 2020

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

CINCINNATI, OH

Past

December 12, 2018 - August 29, 2019

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

HEBRON, KY

Past

June 4, 2018 - October 30, 2018

EDWARD JONES

RIA

CRD#: 250

Florence, KY

Past

June 4, 2018 - October 30, 2018

EDWARD JONES

CRD#: 250

Florence, KY

Past

January 16, 2018 - February 22, 2018

EDWARD JONES

RIA

CRD#: 250

UNION, KY

Past

January 16, 2018 - February 22, 2018

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

September 1, 2009 - November 20, 2017

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

FT. MITCHELL, KY

Past

April 4, 2005 - November 20, 2017

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

HEBRON, KY

Past

October 7, 2004 - April 20, 2005

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

June 13, 2003 - August 2, 2004

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

December 13, 2002 - June 13, 2003

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

October 25, 2000 - January 22, 2003

PGIM INVESTMENTS LLC

RIA

CRD#: 105670

HEBRON, KY

Past

April 19, 2000 - December 13, 2002

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

January 20, 1999 - February 22, 2000

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

CINCINNATI, OH

Past

April 3, 1997 - January 6, 1999

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

November 4, 1996 - March 19, 1997

TOUCHSTONE SECURITIES, INC.

CRD#: 1526

CINCINNATI, OH

Past

May 18, 1994 - November 29, 1996

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

November 12, 1993 - March 16, 1994

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

Kentucky
(9/29/2025)

IAR

Kentucky
(9/29/2025)

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 65

Date: 8/28/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/14/1994

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: 8/11/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/11/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/10/2012

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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Advisor Monitoring

Firm Stability Insights

Jeffrey A. Dunn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Dunn's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

EDWARD JONES

EDWARD JONES

NYLIFE SECURITIES LLC

W&S BROKERAGE SERVICES, INC.

W&S BROKERAGE SERVICES, INC.

ORION PORTFOLIO SOLUTIONS, LLC

EDWARD JONES

EDWARD JONES

EDWARD JONES

EDWARD JONES

EAGLE STRATEGIES LLC

NYLIFE DISTRIBUTORS LLC

NYLIFE SECURITIES LLC

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

PRUCO SECURITIES, LLC.

PGIM INVESTMENTS LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

W&S BROKERAGE SERVICES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

TOUCHSTONE SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2009

Series 63

Date: 1/14/1994

SIE

Date: 10/1/2018

Series 7

Date: 8/11/1999

Series 6

Date: 11/11/1993

Series 24

Date: 5/10/2012

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

TRUST BUT VERIFY

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