Jeffrey A. Endecott
Professional summary
Jeffrey Allen Endecott, who also goes by Jeff Endecott, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Pensacola, Florida and AMERITAS INVESTMENT COMPANY, LLC located in Pensacola, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jeffrey has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Allen Endecott's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 24, 2023 - Present
AMERITAS ADVISORY SERVICES, LLC
February 21, 2023 - Present
AMERITAS INVESTMENT COMPANY, LLC
December 15, 2015 - February 3, 2023
FIRST COMMAND ADVISORY SERVICES
September 13, 2013 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
June 20, 2013 - February 3, 2023
FIRST COMMAND BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/21/2023)
(2/21/2023)
(2/24/2023)
(5/17/2023)
(5/17/2023)
(2/24/2025)
(9/23/2024)
(9/23/2024)
(4/29/2024)
(4/30/2024)
Exams
FINRA
Current Firm
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
Contact information
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.
