Jeffrey
Green

Ameritas Advisory Services, LLC

CRD#3026007
Investment Advisor
in Altamonte Springs, FL

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About this Advisor

Jeffrey Green is a financial advisor working out of Altamonte Springs, Florida with a total of 2 years of relevant experience. Green is on the advisory team at Ameritas Advisory Services, LLC. The advisor has gained experience at Ameritas Investment Corp, Estate & Business Planning Group, Jeff Green & Associates Inc, Ameritas Life Insurance Corp and Ameritas Advisory Services, LLC. Green holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Ameritas Advisory Services, LLC is a business operating out of Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It oversees $9 billion in assets under management across its 35,218 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 38 charities and foundations. Of its 35,218 client accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number 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 charged by financial advisors typically are based on the services. Fee types charged by Ameritas Advisory Services, LLC can be comprised 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

305 Douglas Ave
Altamonte Springs, FL 32714

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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

Jeffrey Green Work History

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

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2015 - Present (9 years)

Ameritas Life Insurance Corp

2006 - Present (18 years)

Estate & Business Planning Group

2003 - Present (21 years)

Jeff Green & Associates Inc

2002 - Present (22 years)

Ameritas Investment Corp

*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 Green 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

Qaadir Williams
Houston, TX
Christopher Riel
San Ramon, CA
Louay Elhadj
Placerville, CA
Nicholas Mccleary
Dewitt, MI
Adam Bettis
Overland Park, KS
Craig Hausz
Dallas, TX
Jaclyn Bautista
Tampa, FL
Ricky Small
Lincoln, NE

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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