Thomas
Jaracz
Ameritas Advisory Services, LLC
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About this Advisor
Thomas Jaracz is a certified financial planner operating in Cincinnati, Ohio, with a total of 2 years of industry experience. Jaracz is currently employed by Ameritas Advisory Services, LLC. Throughout their career, they have worked at Ubs Financial Services, Cleveland State University, The Home Depot, Fidelity Brokerage Services, LLC, Westwood Country Club, Ameritas Investment Company, LLC, Premier Planning Group LLC, Ameritas Life Insurance Corp, Ameritas Advisory Services, LLC, Fidelity Investments and Fifth Third Securities. Jaracz holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in Kentucky, Ohio and Texas. Ameritas Advisory Services, LLC is an advisory firm operating out of Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 employees. It has $9 billion in assets among its 35,218 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 38 charities and foundations. Of its 35,218 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. The company performs a wide range 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fees charged by Ameritas Advisory Services, LLC can consist of some blend of 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
Thomas Jaracz Work History
Thomas has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Premier Planning Group LLC
Ameritas Life Insurance Corp
Fifth Third Securities
The Home Depot
Fidelity Brokerage Services, LLC
Fidelity Investments
Ubs Financial Services
Cleveland State University
Westwood Country Club
*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 Thomas Jaracz 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
Lincoln, NE
Overland Park, KS
Exeter, CA
Los Angeles, CA
Greensboro, NC
Appleton, WI
San Ramon, CA
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.
