Jaclyn
Bautista

Ameritas Advisory Services, LLC

CRD#6169231
Investment Advisor
in Tampa, FL

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About this Advisor

Jaclyn Bautista is a financial advisor who works out of Tampa, Florida, with a total of 2 years of industry experience. Bautista currently works for Ameritas Advisory Services, LLC. Throughout their career, Bautista has worked at J.W. Cole Financial, Inc, Calton & Associates, Inc, Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC. Bautista has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Ameritas Advisory Services, LLC is an advisory firm that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It manages $9 billion in assets among its 35,218 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 38 charities and foundations. Of its 35,218 accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets available to invest. Ameritas Advisory Services, LLC performs a number of services, such as 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 charged by financial advisors typically depend on the services offered. Fees billed by Ameritas Advisory Services, LLC likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10603 Esher Wood Ct
Tampa, FL 33626

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

FL Average: $1,978,216,465
Total Number of Employees

592

FL Average: 226
Total Number of Accounts

35,218

FL Average: 7,467
Average Account Size

$242,342

FL Average: $264,928

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

Jaclyn Bautista Work History

Jaclyn has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Investment Company, LLC

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2019 - 2021 (2 years)

Calton & Associates, Inc

2013 - 2019 (6 years)

J.W. Cole Financial, Inc

*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 Jaclyn Bautista 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

Christopher Riel
San Ramon, CA
Catherine Jones
Lincoln, NE
Patrick Kim
Los Angeles, CA
Jaclyn Bautista
Tampa, FL
Eric Stevens
Exeter, CA
Daniel Billings
Greensboro, NC
Amanda Ross
Appleton, WI
Craig Hausz
Dallas, TX

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.

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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.

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