Jeremy E. Luse

AMERITAS ADVISORY SERVICES

LOUISVILLE, KY

Some features on this profile are disabled

CRD#: 4420869

Professional summary

Jeremy Eric Luse is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Louisville, Kentucky and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jeremy has worked at 8 firms and has passed the Series 63, Series 65, Series 66, Series 52TO, SIE, Series 7, Series 53, Series 10, Series 9, 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.

Author, self-published. Non-investment related, no hours spent during trading time. Center Plate Concessions, YUM! Center, Louisville, KY. Concession inventory management. Non-investment related. 20 hrs/month not during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Eric Luse'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

October 24, 2022 - Present

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

LOUISVILLE, KY

Current

October 24, 2022 - Present

AMERITAS INVESTMENT COMPANY, LLC

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

CRD#: 14869

Lincoln, NE

Past

April 3, 2017 - October 17, 2022

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

LOUISVILLE, KY

Past

March 20, 2017 - October 17, 2022

PRIVATE CLIENT SERVICES, LLC

RIA

CRD#: 120222

LOUISVILLE, KY

Past

June 21, 2013 - March 20, 2015

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

LOUISVILLE, KY

Past

March 18, 2013 - March 20, 2015

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

December 14, 2012 - March 19, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

LOUISVILLE, KY

Past

November 6, 2003 - September 13, 2012

SCOTTRADE, INC.

CRD#: 8206

LOUISVILLE, KY

Past

November 22, 2002 - February 14, 2003

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

LOUISVILLE, KY

Past

November 22, 2002 - February 14, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

November 6, 2001 - October 16, 2002

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

NEW ALBANY, IN

Past

September 7, 2001 - October 16, 2002

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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
(10/24/2022)

IAR

Kentucky
(10/24/2022)

Nebraska
(10/24/2022)

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

Series 63

Date: 6/16/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/21/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/4/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/13/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/15/2022

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 4/1/2022

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/15/2022

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 51

Date: 7/14/2017

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/25/2007

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeremy E. Luse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Eric Luse's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

PRIVATE CLIENT SERVICES, LLC

PRIVATE CLIENT SERVICES, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

SCOTTRADE, INC.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/16/2017

Series 65

Date: 6/21/2013

Series 66

Date: 10/4/2001

Series 52TO

Date: 1/13/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/6/2001

Series 53

Date: 12/15/2022

Series 10

Date: 4/1/2022

Series 9

Date: 2/15/2022

Series 51

Date: 7/14/2017

Series 24

Date: 1/25/2007

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

Similar Advisors