Jaclyn
Bautista
Ameritas Advisory Services, LLC
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About this Advisor
Jaclyn Bautista is a financial advisor based in Tampa, Florida, working with Ameritas Advisory Services, LLC. Jaclyn has previously held positions at J.W. Cole Financial, Inc, Calton & Associates, Inc, Ameritas Investment Company, LLC, and Ameritas Advisory Services, LLC. Jaclyn has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jaclyn is part of Ameritas Advisory Services, LLC, which operates out of Tampa, Florida. 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
Jaclyn Bautista Work History
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Calton & Associates, Inc
J.W. Cole Financial, Inc
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.
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