Jeffrey
Endecott

Ameritas Advisory Services, LLC

CRD#6185692
Investment Advisor
in Pensacola, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Endecott is a financial advisor based in Pensacola, Florida, working with Ameritas Advisory Services, LLC. Jeffrey has previously held positions at First Command Financial Planning, Inc, First Command Insurance Services, Inc, First Command Advisory Services, Cam- Chamber Arms Manufacturing, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Ameritas Life Insurance Company, Fulllife Financial Planning, and Freedom Financial Wealth Building Group. Jeffrey has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and Texas. Currently, Jeffrey is part of Ameritas Advisory Services, LLC, which operates out of Pensacola, 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

Series 65, Series 63

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

Pensacola, FL

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

Total Assets Under Management

$10,289,301,520

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

545

FL Average: 226
Total Number of Accounts

39,033

FL Average: 7,467
Average Account Size

$263,605

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

Jeffrey Endecott Work History

2023 - Present (1 year)

Ameritas Investment Company, LLC

2023 - Present (1 year)

Ameritas Advisory Services, LLC

2023 - Present (1 year)

Ameritas Life Insurance Company

2023 - Present (1 year)

Fulllife Financial Planning

2023 - Present (1 year)

Freedom Financial Wealth Building Group

2022 - Present (2 years)

Cam- Chamber Arms Manufacturing

2015 - 2023 (8 years)

First Command Advisory Services

2013 - 2023 (10 years)

First Command Financial Planning, Inc

2013 - 2023 (10 years)

First Command Insurance Services, Inc

Disclosures

Please visit the SEC profile of Jeffrey Endecott 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

Elizabeth Reilly
Newport, RI
Brian Franford
Norwell, MA
Tayton Bair
Flagstaff, AZ
Jonathan Goohs
Melville, NY
David Lien
Irvine, CA
Karina Rahn
Lincoln, NE
Quinton Storm
Tulsa, OK
Branden Heins
Surprise, AZ

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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started