MJ
Melissa L. Jones
AMERITAS ADVISORY SERVICES
INDIANA, PA 15701
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CRD#: 7247366
MJ
Professional summary
Melissa Lynne Jones is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Indiana, Pennsylvania and AMERITAS INVESTMENT COMPANY, LLC located in Indiana, Pennsylvania.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Melissa has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE 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 * Temp2Tech LLC; 1 N Main St, Homer City PA 15748; non-inv rel; staffing and recruitment firm; Managing Member; start date=01/2018; hrs/mo=30; trading hrs/mo=15; payroll, invoicing, bookkeeping, business development * Ameritas Financial Service of WPA; same as branch; inv rel; life insurance, disability insurance; Producer; start date=06/2021; hrs/mo=60; trading hrs/mo=50; prospecting, client meetings, application creation for life and disability as well as annuity products, maintaining client records * Swift Kennedy & Co. Health Insurance; 100 Meadow Ln, DuBois PA 15801; non-inv rel; handle the healthcare coverage for my business Temp2Tech as well as potentially offer healthcare assistance to client when there is a need; Agent; start date=06/2022; hrs/mo=0; trading hrs/mo=0; maintain the healthcare coverage for my business, yearly review the coverage and make applicable changes to the coverage type as needed * Rental Property; non inv rel; 68 Carlisle St, Homer City, PA 15748; Rental Home; Owner; start date=5/2023; hrs/mo=1; trading hrs/mo=0; Maintain the home in good working order * dba Upstreet Financial Advisors; inv rel; same as branch; Financial Advising; Agent; start date=01/2025; hrs/mo=100; trading hrs/mo=80; Meeting with clients and providing financial planning services. * Ash Brokerage; inv rel; same as branch; Life insurance; Producer; start date=03/2024; hrs/mo=1; trading hrs/mo=1; Life insurance sales * Simplicity Brokerage; inv rel; same as branch; Life/annuities sales; Agent; start date=05/2024; hrs/mo=1; trading hrs/mo=1; Offer life insurance and fixed annuities * MLJ Advisory Services LLC; 1349 Pierce Rd, Homer City PA 15748; inv rel; LLC for tax purposes and business structure for financial advising and insurance producing; Owner; start date=05/2024; hrs/mo=0; trading hrs/mo=0; structure for future growth of the business for taxation purposes * AirBnB Rental; non-inv rel; 274 Upper Logue Run Rd, Austin, PA 16720; Rental; Owner; start date=07/2025; hrs/mo=2; trading hrs/mo=0; Maintain property and handle renter questions.
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Lynne Jones'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
May 10, 2023 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 1730 Philadelphia St, Indiana, PA 15701Office #2: 922 Philadelphia St, Indiana, PA 15701RIA
CRD#: 317245
INDIANA, PA
Current
February 13, 2021 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 1730 Philadelphia Street, Indiana, PA 15701Office #2: 922 Philadelphia St, Indiana, PA 15701BD
CRD#: 14869
Indiana, PA
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(6/27/2025)
RR
California(7/31/2025)
RR
Florida(6/27/2025)
RR
Indiana(6/27/2025)
RR
North Carolina(1/9/2025)
RR
Pennsylvania(5/4/2021)
IAR
Pennsylvania(5/10/2023)
RR
South Carolina(6/27/2025)
RR
Texas(6/27/2025)
IAR
Texas(6/27/2025)
RR
Virginia(6/27/2025)
RR
West Virginia(6/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/12/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
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#: 317245Indiana, PA 15701TRUST BUT VERIFY
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