Jasen
Wallace

Ameritas Investment Corp

CRD#6082770
Investment Advisor
in Austin, TX
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About this Advisor

Jasen Wallace is a certified financial planner who works out of Austin, Texas, who has been in the industry for 14 years. Wallace is on the advisory team at Ameritas Investment Corp. Wallace has gained experience at Ameritas Investment Corp, Ames & Weinheimer, Texas Tech University, Texas A&M University - Commerce, Ditierras Italian Restaurant, Weinheimer Wealth Management and Thirteenth Floor Entertainment Group. Wallace has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Ameritas Investment Corp is a registered investment company based out of Austin, Texas. The firm has offices in 305 locations and a total of 675 advisors. It oversees $4 billion in assets between its 8,249 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 12 charitable organizations. Of its 8,249 accounts, just 1% are held by high-net-worth investors who have more than $1 million in investable assets. Ameritas Investment Corp 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. Fees charged by financial advisors depend on which services are provided. However, fee types charged by Ameritas Investment Corp most likely include any blend of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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, Performance-based Fees, Others

Disclosures

No

Office Location

4101 Parkstone Heights Dr Ste 210
Austin, TX 78746

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Ameritas Investment Corp Brokerage Details

Total Assets Under Management

$5,215,354,962

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

626

TX Average: 226
Total Number of Accounts

22,293

TX Average: 7,467
Average Account Size

$233,946

TX Average: $264,928

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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

Jasen Wallace Work History

Jasen has 14 years of experience.

2015 - Present (4 years)

Thirteenth Floor Entertainment Group

2015 - Present (4 years)

Texas Tech University

2014 - Present (5 years)

Weinheimer Wealth Management

2013 - Present (6 years)

Ameritas Investment Corp

2012 - Present (7 years)

Ames & Weinheimer

2009 - 2012 (3 years)

Texas Tech University

2008 - 2009 (1 years)

Ditierras Italian Restaurant

2004 - 2008 (4 years)

Texas A&M University - Commerce

Disclosures

Jasen Wallace has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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