JS
John C. Stults
AMERITAS ADVISORY SERVICES
San Antonio, TX 78216
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CRD#: 4015639
JS
Professional summary
John Clark Stults is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in San Antonio, Texas and AMERITAS INVESTMENT COMPANY, LLC located in San Antonio, Texas.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. John has worked at 4 firms and has passed the Series 66, SIE 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 * TEXAS HILL COUNTRY FINANCIAL SERVICES, LLC; SAME AS RESIDENCE; INV REL; DBA FOR MY INSURANCE BUSINESS; EMPLOYEE; START DATE=10/2004; HRS/MO=40; TRADING HRS/MO=40; INSURANCE AND ANNUITY SALES, DISABILITY AND LONG-TERM CARE INSURANCE SALES * BLANCO CHAMBER OF COMMERCE; 312 PECAN ST, BLANCO TX; NON-INV REL; CHAMBER OF COMMERCE; SECRETARY; START=09/2007; HRS/MO=8-10; TRADING HRS/MO=8-10; ATTEND MEETINGS, RECORD MINUTES AND PRESENT THEM AT MEETINGS * GRANITE FINANCIAL SOLUTIONS, LLC; SAME AS RESIDENCE; INV REL; FINANCIAL PLANNING; FINANCIAL CONSULTANT; START DATE=09/2012; HRS/MO=40; TRADING HRS/MO=40; PROSPECTIVE CLIENT CONTACT AND FOLLOW-UP, FINANCIAL PLANNING AND PRESENTATION, PRODUCT PRESENTATION, PRODUCT SALES SPECIFIC TO THE PARTICULAR CLIENTS' NEEDS, CLIENT FOLLOW-UP AND REVIEW * GFS FINANCIAL SOLUTIONS, LLC; SAME AS BRANCH; INV REL; LIFE INSURANCE AND ANNUITIES PLACEMENT; ASSOCIATE; START DATE=01/2015; HRS/MO=200; TRADING HRS/MO=160; CLIENT ACQUISITION, SALES OF FINANCIAL PRODUCTS PER CLIENT PROFILE AND NEED * Pilot Catastrophe; 1055 Hillcrest Ste B1, Mobile AL 36695; non-inv rel; property insurance adjusting-Pilot is a company that is hired by property insurance companies to provide adjusters and ladder assists when the need arises; Ladder Assist; start date=06/2019; hrs/mo=200; trading hrs/mo=160; outside insurance adjusters need someone to climb onto the roofs of the damaged property they're adjusting-the ladder assist climbs onto the roofs and scopes out the damages or lack thereof and reports all information to the outside adjuster
CRS (Client Relationship Summary) - RIA
Click below to view John Clark Stults'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: 10715 Gulfdale St Ste 225, San Antonio, TX 78216RIA
CRD#: 317245
San Antonio, TX
Current
January 29, 2007 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 10715 Gulfdale St Ste 240, San Antonio, TX 78216BD
CRD#: 14869
SAN ANTONIO, TX
Past
February 6, 2007 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
WIMBERLEY, TX
Past
June 13, 2006 - January 29, 2007
OSAIC FS, INC.
RIA
CRD#: 3870
WIMBERLEY, TX
Past
May 25, 2006 - January 29, 2007
OSAIC FS, INC.
BD
CRD#: 3870
WIMBERLEY, TX
Past
December 8, 1999 - April 17, 2006
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
WIMBERLEY, TX
Past
November 10, 1999 - April 17, 2006
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
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
Colorado(4/19/2016)
RR
Maryland(1/12/2022)
RR
Michigan(5/28/2020)
RR
Texas(1/29/2007)
IAR
Texas(11/1/2021)
Exams
State Security Law 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
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