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JH

Jonathan J. Henkels

AMERITAS ADVISORY SERVICES
LIBERTYVILLE, IL 60048-3757
Some features on this profile are disabled
CRD#: 6918755
JH

Professional summary

Jonathan James Henkels, who also goes by Jonathan James Henkels, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Libertyville, Illinois.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jonathan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7TO and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jonathan James Henkels

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan James Henkels'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

February 10, 2026 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 740 Florsheim Dr Ste 10, Libertyville, IL 60048-3757
RIA
CRD#: 317245
LIBERTYVILLE, IL
Past

February 25, 2025 - January 28, 2026

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA
CRD#: 288833
Lake Zurich, IL
Past

March 31, 2023 - January 29, 2025

SAVANT WEALTH MANAGEMENT

RIA
CRD#: 107271
Lincolnshire, IL
Past

June 10, 2020 - January 21, 2022

PHASE III ADVISORY SERVICES, LTD

RIA
CRD#: 122959
BUFFALO GROVE, IL
Past

July 26, 2019 - September 23, 2021

OSAIC WEALTH, INC.

BD
CRD#: 23131
BUFFALO GROVE, IL
Past

July 13, 2018 - May 30, 2019

HORACE MANN INVESTORS, INC.

BD
CRD#: 11643
Rosemont, IL

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.

Highlighted states indicate IAR registrations

IAR
Illinois
(2/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/26/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/10/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/19/2026
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/1/2019
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/13/2018
Investment Company Products/Variable Contracts Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2026)
AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (3/21/2026)
AMERITAS WEALTH PLATFORM (3/21/2026)
GALAXY WRAP FEE BROCHURE (3/21/2026)
GALAXY II WRAP FEE BROCHURE (3/21/2026)
CONSTELLATION WRAP FEE PROGRAM (3/21/2026)

Regulatory assets under management

Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245Libertyville, IL 60048-3757

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