AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JE

John Eggleton

AMERITAS ADVISORY SERVICES
DALLAS, TX
·CRD# 4954717·21 years experience

Professional Summary

John Eggleton is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Dallas, Texas and AMERITAS INVESTMENT COMPANY, LLC located in Dallas, Texas. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. John has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
View profile
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Years of Experience

21 years in the financial services industry

Current & Past Employments

AMERITAS ADVISORY SERVICES, LLC·CRD# 317245
RIA
1. 17300 Preston Rd Ste 260, Dallas, TX 752522. The Colony, TX
November 1, 2021 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
17300 Preston Rd Ste 260, Dallas, TX 75252
March 19, 2009 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
Frisco, TX
March 27, 2009 - November 1, 2021
ALLIANCEBERNSTEIN L.P.·CRD# 108477
RIA
New York, NY
September 5, 2005 - November 10, 2008
SANFORD C. BERNSTEIN & CO., LLC·CRD# 104474
BD
Dallas, TX
September 5, 2005 - November 10, 2008

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

Contact Information

Main Address

5900 O Street, Lincoln, NE 68510

Phone Number

(800) 335-9858

# of Employees

797

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

45,299

AUM (Assets Under Management)

$13,746,443,625

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
07/23/2024Cover PageReport

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

FOSTER FINANCIAL GROUP; SAME AS BRANCH; INV REL; SELL NON-VARIABLE INSURANCE PRODS; START DATE=3/2009; HRS/MO=5; TRADING HRS/MO=5; FIXED INS SALES AND SERVICE * Canvas Financial; same as branch; inv rel; new organization with AIC effective 8/1/2018 that combines six different firms that are already with AIC, shell DBA used for marketing and firm consolidation purposes; Agent; start date=08/2018; hrs/mo=0; trading hrs/mo=0; agent * Welcome Funds Inc; 6001 Broken Sound Pkwy Ste 320, Boca Raton FL 33487; non-inv rel; helping my client's brother-in-law sell his Prudential Term Life policy-he's been diagnosed with [REDACTED] and wants to sell his policy as soon as possible as it will expire before his life expectancy; Insurance Agent; start date=06/2020; hrs/mo=0; trading hrs/mo=0; assistant client with selling his life insurance policies

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(1/26/2022)
RR
California
(1/8/2014)
RR
Colorado
(11/26/2024)
RR
Florida
(3/6/2012)
RR
Minnesota
(8/19/2019)
RR
Missouri
(7/7/2023)
RR
Oregon
(6/14/2016)
RR
Rhode Island
(1/2/2018)
RR
Tennessee
(4/18/2019)
RR
Texas
(3/19/2009)
IAR
Texas
(11/1/2021)
RR
Washington
(7/24/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2005About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Jun 2005About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed May 2005About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view John Eggleton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#
JE
Follow John
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required