JP
John D. Pittman
AMERITAS ADVISORY SERVICES
Roseville, CA 95678
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CRD#: 723742
JP
Professional summary
John David Pittman is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Roseville, California and AMERITAS INVESTMENT COMPANY, LLC located in Roseville, California.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. John has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 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.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS, INCLUDING FIXED INDEX ANNUITIES * CENCO INSURANCE MARKETING CORP.; 1501 EL CAMINO AVE STE 1, SACRAMENTO CA 95815; INV REL; FIXED INSURANCE BROKERAGE, INSURANCE PLANNING, ESTATE PLANNING, BUSINESS SUCCESSION PLANNING; INDEPENDENT AGENT; START DATE=06/1987 HRS/MO=15; TRADING HRS/MO=8; ASSIST INDEPENDENT INSURANCE AGENTS AND INSURANCE BROKERS WITH INSURANCE PLANNING, PLANNING WITH INDIVIDUALS WITH FAMILY NEEDS, SMALL BUSINESS OWNERS WITH SUCCESSION PLANNING, EITHER INTERNAL SUCCESSION OR EXTERNAL, ESTATE PLANNING, IDENTIFY ISSUES AND ASSIST IN THE DEVELOPMENT OF SOLUTIONS WITH FIXED INSURANCE * INFOCUS FINANCIAL STRATEGIES, LLC; SAME AS BRANCH; INV REL; INVESTMENT MANAGEMENT AND INSURANCE SERVICES; OWNER/SOLE PROPRIETOR; START DATE=08/2014; HRS/MO=200; TRADING HRS/MO=90; MANAGE AND DEVELOP FINANCIAL SERVICES BUSINESS
CRS (Client Relationship Summary) - RIA
Click below to view John David Pittman's 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®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 1219 Pleasant Grove Blvd Ste 100, Roseville, CA 95678RIA
CRD#: 317245
Roseville, CA
Current
December 23, 1997 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 1219 Pleasant Grove Blvd Ste 100, Roseville, CA 95678BD
CRD#: 14869
Roseville, CA
Past
March 9, 1998 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
SACRAMENTO, CA
Past
March 23, 1990 - December 31, 1997
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
Past
December 26, 1980 - March 23, 1990
B.C. CHRISTOPHER SECURITIES CO.
BD
CRD#: 60
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".
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.RR
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
RR
Arizona(5/5/2000)
RR
Arkansas(7/16/2020)
RR
California(12/22/1997)
IAR
California(11/1/2021)
RR
Colorado(2/5/2010)
RR
Connecticut(6/26/2019)
RR
Florida(5/15/2012)
RR
Georgia(10/2/2024)
RR
Hawaii(7/5/2017)
RR
Idaho(8/20/2018)
RR
Illinois(7/30/2018)
RR
Indiana(6/26/2019)
RR
Iowa(6/26/2019)
RR
Kansas(1/2/2020)
RR
Kentucky(6/26/2019)
RR
Maryland(6/26/2019)
RR
Minnesota(7/17/2012)
RR
Missouri(6/26/2019)
RR
Nebraska(6/26/2019)
RR
Nevada(2/10/2000)
RR
New Hampshire(6/26/2019)
RR
New Mexico(7/2/2009)
RR
North Carolina(1/12/2017)
RR
Ohio(11/13/2018)
RR
Oklahoma(9/5/2006)
RR
Oregon(4/20/1999)
RR
South Dakota(2/26/2021)
RR
Texas(4/8/2015)
IAR
Texas(11/1/2021)
RR
Utah(6/26/2019)
RR
Virginia(9/20/2016)
RR
Washington(5/7/2018)
RR
Wisconsin(6/26/2019)
RR
Wyoming(6/26/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/18/1986
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
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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
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Roseville, CA 95678TRUST BUT VERIFY
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