Elizabeth
Jacques
Ameritas Advisory Services, LLC
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About this Advisor
Elizabeth Jacques is a financial advisor based in Exeter, California, working with Ameritas Advisory Services, LLC. Elizabeth has previously held positions at Morgan Stanley, Exeter Gunslingers, Stout Built, Prk Arms Inc, Morgan Stanley Private Bank, N.A, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Elizabeth Jacques Photography, Happy Trails Riding Academy, Harvest Wealth Group, Ameritas Investment Company, LLC, and Ameritas Advisory Services, LLC. Elizabeth has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Elizabeth is part of Ameritas Advisory Services, LLC, which operates out of Exeter, California. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Elizabeth Jacques Work History
Harvest Wealth Group
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Elizabeth Jacques Photography
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Happy Trails Riding Academy
Morgan Stanley
Exeter Gunslingers
Stout Built
Morgan Stanley Private Bank, N.A
Prk Arms Inc
Disclosures
Please visit the SEC profile of Elizabeth Jacques to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ameritas Advisory Services, LLC
Minneapolis, MN
Lincoln, NE
Newport, RI
Folsom, CA
Lincoln, NE
Cincinnati, OH
Tulsa, OK
Melville, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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