Ivar
Jones
Ameritas Advisory Services, LLC
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About this Advisor
Ivar Jones is a financial advisor based in Bozeman, Montana, working with Ameritas Advisory Services, LLC. Ivar has previously held positions at David White & Associates, Ameritas Investment Corp, Ameritas Life Insurance Corp, Ameritas Advisory Services, LLC, and Ij Financial. Ivar has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Montana, and Texas. Currently, Ivar is part of Ameritas Advisory Services, LLC, which operates out of Bozeman, Montana. 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
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
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
Ivar Jones Work History
Ameritas Advisory Services, LLC
David White & Associates
Ij Financial
Ameritas Investment Corp
Ameritas Life Insurance Corp
Disclosures
Please visit the SEC profile of Ivar Jones 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
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San Francisco, CA
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Melville, NY
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