Jeffrey
Endecott
Ameritas Advisory Services, LLC
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About this Advisor
Jeffrey Endecott is a financial advisor working out of Pensacola, Florida. Endecott currently works for Ameritas Advisory Services, LLC. Their career trajectory has included roles at First Command Financial Planning, United States Marine Corps, 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 and Fulllife Financial Planning. Endecott has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Ameritas Advisory Services, LLC is a financial advisory company that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 financial advisors. It has $9 billion in assets under management across its 35,218 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 38 charities and foundations. Of its 35,218 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets. Ameritas Advisory Services, LLC has a broad assortment 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types billed by Ameritas Advisory Services, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Jeffrey Endecott Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Ameritas Life Insurance Company
Fulllife Financial Planning
Cam- Chamber Arms Manufacturing
First Command Advisory Services
First Command Financial Planning
First Command Financial Planning, Inc
First Command Insurance Services, Inc
United States Marine Corps
*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 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
Lincoln, NE
Westborough, MA
Placerville, CA
Exeter, CA
Lincoln, NE
Greensboro, NC
San Ramon, CA
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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