JE
Jaden D. Engen
AMERITAS ADVISORY SERVICES
Grand Island, NE 68803
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CRD#: 7734281
JE
Professional summary
Jaden Daniel Engen, who also goes by Jaden Engen, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Grand Island, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Kearney, Nebraska.
Jaden is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Jaden has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jaden Engen
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.
BARTH FINANCIAL; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; FINANCIAL ADVISOR; START DATE=05/2023; HRS/MO=160; TRADING HRS/MO=160; PROVIDE FINANCIAL, INSURANCE ADVICE, AND SERVICES * KEARNEY PUBLIC SCHOOLS; 2702 W 11TH ST, KEARNEY, NE, 68845; NON INV REL; COACHING BOYS BASKETBALL; EMPLOYEE; START DATE=07/2021; HRS/MO=25; TRADING HRS/MO=5; COACH FUNDAMENTAL AND ADVANCED BASKETBALL CONCEPTS TO THE RESERVE BOYS BASKETBALL TEAM WITHIN THE BOYS BASKETBALL PROGRAM * ALLEY ROSE; NON-INV REL; 2013 CENTRAL AVE, KEARNEY, NE 68847;RESTAURANT THAT PROVIDES CATERING; DEPENDENT CONTRACTOR; START DATE=05/2024; HRS/MO=20; TRADING HRS/MO=0; ROLLING SILVERWARE, MANUAL LABOR, TABLE SET UP, FOOD AND DRINK SERVING, DISHWASHING
CRS (Client Relationship Summary) - RIA
Click below to view Jaden Daniel Engen'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 17, 2023 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 620 North Alpha, Grand Island, NE 68803Office #2: 2202 Central Ave Ste 8, Kearney, NE 68847RIA
CRD#: 317245
Grand Island, NE
Current
August 21, 2023 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 2202 Central Ave Ste 8, Kearney, NE 68847Office #2: 620 North Alpha, Grand Island, NE 68803BD
CRD#: 14869
Kearney, NE
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
Colorado(11/15/2023)
RR
Nebraska(11/15/2023)
IAR
Nebraska(11/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/21/2023
General Securities 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#: 317245Grand Island, NE 68803TRUST BUT VERIFY
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