Jake C. O'banion

AMERITAS ADVISORY SERVICES

Everett, WA 98208

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CRD#: 4592009

Professional summary

Jake Christopher O'banion, who also goes by Jacob O'banion, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Everett, Washington and AMERITAS INVESTMENT COMPANY, LLC located in Everett, Washington.

Jake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jake has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob O'banion

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.

C 1 WEALTH MANAGEMENT; SAME AS BRANCH; INV REL; INSURANCE & FINANCIAL SERVICES; OWNER; START DATE=04/2015; HRS/MO=120; TRADING HRS/MO=120; INSURANCE & FINANCIAL SERVICES * JAKE O'BANION INSURANCE & FINANCIAL SERVICES LLC; INV REL; SAME AS BRANCH; INSURANCE SERVICES; PRESIDENT; START DATE=02/2015; HRS/MO=140; TRADING HRS/MO=100; EARN COMMISSIONS FOR PROPERTY CASUALTY BUSINESS AND GENERAL AGENT OVERRIDES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Christopher O'banion'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

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 1902 120th Place Se Ste 103a, Everett, WA 98208Office #2: 1236 Griffin Ave Ste A, Enumclaw, WA 98022Office #3: 8745 Pacific Ave Nw Ste 201, Silverdale, WA 98383Office #4: 10900 Ne 4th St Ste 2300, Bellevue, WA 98004

RIA

CRD#: 317245

Everett, WA

Current

August 23, 2021 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 1902 120th Place Se Ste 103a, Everett, WA 98208

CRD#: 14869

Everett, WA

Past

October 21, 2021 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

Everett, WA

Past

January 1, 2004 - July 27, 2007

COUNTRY TRUST BANK

RIA

CRD#: 109487

BELLEVUE, WA

Past

June 10, 2003 - August 26, 2021

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

EVERETT, WA

Past

October 29, 2002 - June 2, 2003

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, 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

Alaska
(9/3/2021)

California
(8/2/2024)

Idaho
(8/23/2021)

Montana
(8/24/2021)

Washington
(8/23/2021)

IAR

Washington
(11/1/2021)

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: 10/18/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/28/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/28/2002

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/7/2007

Investment Company Products/Variable Contracts 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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Firm Stability Insights

Jake C. O'banion

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Christopher O'banion's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

COUNTRY TRUST BANK

COUNTRY CAPITAL MANAGEMENT COMPANY

SUNSET FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2021

Series 63

Date: 10/28/2002

SIE

Date: 10/1/2018

Series 6

Date: 10/28/2002

Series 26

Date: 6/7/2007

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

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