JE
Jennifer A. Elliott
AMERITAS ADVISORY SERVICES
San Francisco, CA 94129
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CRD#: 4181299
JE
Professional summary
Jennifer Ann Elliott, who also goes by Jennifer Ann Jordan, 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.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jennifer has worked at 3 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 6, Series 4, Series 53, Series 51, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Ann Jordan
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.
FLUTIST; SAME AS RESIDENCE; NON-INV REL; FREELANCE FLUTIST, TEACH FLUTE LESSONS, PLAY WEDDINGS, CHURCH, PLAY IN ORCHESTRA; OWNER; START DATE=01/1993; HRS/MO=15; TRADING HRS/MO=0; TEACH FLUTE LESSONS AND/OR PERFORM IN MUSICAL OPPORTUNITIES * Mary Kay Independent Beauty Consultant; same as residence; non-inv rel; skincare and beauty products; Independent Beauty Consultant; start date=04/2021; hrs/mo=10; trading hrs/mo=0; I use these products myself and primarily am a consultant for the discount it gets me on my own purchases, but I do have the ability to sell the products to family, friends and other people. If I sell products to other people I will earn a portion of the sales proceeds as a commission or rebate from Mary Kay. * Trinity Episcopal Church; non inv rel; 115 N 6th St, Hamilton, OH 45011; church; Music Director; start date=02/2023; hrs/mo=25; trading hrs/mo=0; provide music for the worship services held at the church * BOOM PLANNING; SAME AS BRANCH; INV REL; WEALTH MANAGEMENT; EMPLOYEE; START DATE=05/2023; HRS/MO=160; TRADING HRS/MO=160; OPERATIONS MANAGER * CANVAS FINANCIAL; SAME AS BRANCH; INV REL; WEALTH MANAGEMENT; EMPLOYEE; START DATE=05/2023; HRS/MO=160; TRADING HRS/MO=160; OPERATIONS MANAGER *
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Ann Elliott'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
June 30, 2006 - November 1, 2021
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, 2000 - 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(5/18/2023)
IAR
Ohio(11/1/2021)
RR
Ohio(5/18/2023)
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
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245San Francisco, CA 94129TRUST BUT VERIFY
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