IJ
Ivar N. Jones
AMERITAS ADVISORY SERVICES
Bozeman, MT
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CRD#: 2729076
IJ
Professional summary
Ivar Norman Jones JR is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Bozeman, Montana and AMERITAS INVESTMENT COMPANY, LLC located in Bozeman, Montana.
Ivar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Ivar has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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 * IJ Financial; same as branch; inv rel; IJ Financial was created as a sub-agency name and number under the principal agency; Owner; start date=02/2015; hrs/mo=0; trading hrs/mo=0; no duties or roles * Iron House LLC; same as residence; non-inv rel; real estate holding company that owns land in Bozeman, MT; LLC Member; start date=07/2022; hrs/mo=0; trading hrs/mo=0; responsible for interest payments on real estate loan * Canvas Financial - Boom Planning; 847 Sansome St Fl 4, San Francisco CA 94111; inv rel; securities and insurance; associate; start date=07/2024; hrs/mo=160; trading hrs/mo=160; financial services * Rental Property; non inv rel; 25 Plaza Dr, Mill Valley, CA 94941; Rental; Owner; start date=10/2020; hrs/mo=1; trading hrs/mo=1; Maintain property, respond to tenant requests
CRS (Client Relationship Summary) - RIA
Click below to view Ivar Norman Jones JR'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
RIA
CRD#: 317245
Bozeman, MT
Current
June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
Bozeman, MT
Past
May 25, 2007 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
San Francisco, CA
Past
October 26, 1998 - June 30, 2006
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
DANVILLE, CA
Past
May 7, 1996 - October 28, 1998
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
PHOENIX, AZ
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
Arizona(6/30/2006)
RR
California(6/30/2006)
IAR
California(11/1/2021)
RR
Colorado(6/30/2006)
RR
Delaware(6/26/2023)
RR
Florida(10/7/2016)
RR
Indiana(12/18/2014)
RR
Minnesota(5/21/2024)
RR
Montana(9/25/2018)
IAR
Montana(11/1/2021)
RR
Nebraska(10/17/2022)
RR
New Jersey(10/26/2016)
RR
New York(8/24/2006)
RR
Oregon(8/15/2016)
RR
South Carolina(2/18/2015)
RR
Texas(8/15/2016)
IAR
Texas(11/1/2021)
RR
Washington(8/24/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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.
