Jacqueline
Jackman-Cunningham

Ameritas Advisory Services, LLC

CRD#2055467
Investment Advisor
in Iowa City, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jacqueline Jackman-Cunningham is a financial advisor based in Iowa City, Iowa, working with Ameritas Advisory Services, LLC. Jacqueline has previously held positions at Ameritas Investment Corp, Hawkeye Brokerage Center, Ameritas Life Insurance Corp, and Ameritas Advisory Services, LLC. Jacqueline has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Iowa, and Texas. Currently, Jacqueline is part of Ameritas Advisory Services, LLC, which operates out of Iowa City, Iowa. 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 63, Series 65

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

2010 Keokuk St
Iowa City, IA 52240

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

IA Average: 226
Total Number of Accounts

39,033

IA Average: 7,467
Average Account Size

$263,605

IA 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

Jacqueline Jackman-Cunningham Work History

2021 - Present (4 years)

Ameritas Advisory Services, LLC

2015 - Present (10 years)

Ameritas Life Insurance Corp

2000 - Present (25 years)

Ameritas Investment Corp

2000 - Present (25 years)

Hawkeye Brokerage Center

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jacqueline Jackman-Cunningham 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

Karina Rahn
Lincoln, NE
Nicholas Smith
Dallas, TX
Angela Taliaferro
San Francisco, CA
Meridith Carter
Lawrence, KS
Scott Thole
Minneapolis, MN
Jon Billinger
Spring, TX
Paul Mattke
Milton, FL
Jonathan Goohs
Melville, NY

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started