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Jori Guzhuna
AdvisorCheck Check Mark

Jori Guzhuna

CRD#: 7432397
Jori Guzhuna
AdvisorCheck Check Mark

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jori Guzhuna was a registered financial professional .

Jori is a previously registered financial professional and started their career in finance in 2022. Jori had worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

Biography

Jori Guzhuna is a Financial Consultant with experience in wealth management, retirement planning, and estate planning. He has extensive knowledge in financial matters, including tax mitigation strategies, insurance, business solutions, and sophisticated strategies. Jori is the founder of Guzhuna Financial Group, a boutique wealth management firm dedicated to providing the highest quality of service and helping clients pursue their financial objectives. He is a reliable and trustworthy advisor who is passionate about delivering customized solutions tailored to each individual’s unique needs and life goals.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Investment Strategies
Tax Planning
Financial Planning
Risk Management & Insurance
Do you have an area of expertise or specialization?
Advanced Tax Planning
Charitable Giving and Philanth...
Tax Sensitive Investing
Which demographics do you typically serve?
Baby Boomers (60-78)
Gen X (44-59)
Gen Y (28-43)
What is your current number of clients?
Under 50
What is your minimum asset requirement?
1M
How do you get paid?
Percentage of Assets
Fixed / Negotiated Fee
Hourly
Commission
Are you a "fiduciary"?
No

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.
DBA GAMMA CAPITAL GROUP LLC; INV REL; SAME AS BRANCH; LIFE INSURANCE AND ANNUITY SALES; OWNER; START DATE= 8/2022; HRS/MO=80; TRADING HRS/MO=50; OVERSEE DAY TO DAY BUSINESS OPERATIONS

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Education

NYU Stern School Of Business

Experience

Past

March 1, 2023 - July 25, 2024

AMERITAS ADVISORY SERVICES, LLC

RIA
CRD#: 317245
New York, NY
Past

March 1, 2023 - July 25, 2024

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
New York, NY
Past

September 26, 2022 - November 15, 2022

EQUITY SERVICES, INC.

RIA
CRD#: 265
NEW YORK, NY
Past

September 26, 2022 - November 15, 2022

EQUITY SERVICES, INC.

BD
CRD#: 265
NEW YORK, NY

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/6/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/26/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/19/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/5/2023
General Securities Principal 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 (9/19/2025)
AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)
AMERITAS WEALTH PLATFORM (9/19/2025)
GALAXY WRAP FEE BROCHURE (9/19/2025)
GALAXY II WRAP FEE BROCHURE (9/19/2025)
CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

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

Founder & CEOCRD#: 317245

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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