Jennifer
Gerarve

Ameritas Advisory Services, LLC

CRD#4832323
Investment Advisor
in La Place, LA

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About this Advisor

Jennifer Gerarve is a financial advisor based in La Place, Louisiana who has 2 years of industry experience. Gerarve is an employee of Ameritas Advisory Services, LLC. Throughout their career, Gerarve has worked at Merrill Lynch, Bank Of America, Na, United Wealth Advisors Group LLC, Ameritas Life Insurance Corp, Ameritas Investment Corp, Wealth Solutions LLC and Ameritas Advisory Services, LLC. Gerarve has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Louisiana and Texas. Ameritas Advisory Services, LLC is a business operating out of Lincoln, NE. The company has offices in 248 locations and a total of 592 financial advisors. It manages $9 billion in assets between its 35,218 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 38 charitable organizations. Of its 35,218 client accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. Ameritas Advisory Services, LLC performs a number of services, such as 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. Financial management fee schedules usually vary depending on the services provided. However, fee types billed by Ameritas Advisory Services, LLC likely are comprised of some combination 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

610 Belle Terre Blvd.
La Place, LA 70068

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

LA Average: 226
Total Number of Accounts

35,218

LA Average: 7,467
Average Account Size

$242,342

LA 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

Jennifer Gerarve Work History

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

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2015 - Present (9 years)

United Wealth Advisors Group LLC

2015 - Present (9 years)

Ameritas Life Insurance Corp

2015 - Present (9 years)

Ameritas Investment Corp

2015 - Present (9 years)

Wealth Solutions LLC

2009 - 2015 (6 years)

Merrill Lynch

2009 - 2015 (6 years)

Bank Of America,Na

*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 Jennifer Gerarve 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

Joshua Moskowitz
Centreville, VA
John Barber
Columbus, OH
Elizabeth Fowlks
Sudbury, MA
Angela Taliaferro
San Francisco, CA
Donald Wilson
Orange Park, FL
Amanda Ross
Appleton, WI
Patrick Kim
Los Angeles, CA
Craig Hausz
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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