James
Ostrove
Ameritas Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
James Ostrove is a financial advisor working in Los Angeles, California with a total of 2 years of relevant experience. Ostrove is an advisor for Ameritas Advisory Services, LLC. Throughout their career, Ostrove has worked at Ameritas Investment Corp, Ameritas Life Insurance, The Ostrove Group Inc, Ameritas Life Insurance Corp Of New York and Ameritas Advisory Services, LLC. Ostrove maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Ameritas Advisory Services, LLC is a company based in Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It oversees $9 billion in total assets between its 35,218 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 38 charitable organizations. Of its 35,218 accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets. The business has a broad range of services, including 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. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by Ameritas Advisory Services, LLC can consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
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
James Ostrove Work History
James has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ameritas Investment Corp
The Ostrove Group Inc
Ameritas Life Insurance
Ameritas Life Insurance Corp Of New York
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Ostrove 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
Placerville, CA
Exeter, CA
San Ramon, CA
Overland Park, KS
Sudbury, MA
Dewitt, MI
Tampa, FL
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
