Jon
Billinger

Ameritas Advisory Services, LLC

CRD#1932898
Investment Advisor
in Spring, TX

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About this Advisor

Jon Billinger is a financial advisor based in Spring, Texas, working with Ameritas Advisory Services, LLC. Jon has previously held positions at Lpl Financial LLC, Citizens Business Bank, Principal Life Insurance Company, Princor Financial Services Corporation, Lincoln Financial Securities Corporation, Woodbury Financial Services Inc, Path Financial Services, Ameritas Advisory Services, LLC, Ameritas Investment Company, LLC, Ameritas Insurance Company, and Billinger Financial & Insurance Services Inc. Jon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Jon is part of Ameritas Advisory Services, LLC, which operates out of Spring, Texas. 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 66

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

Spring, TX

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

TX Average: 226
Total Number of Accounts

39,033

TX Average: 7,467
Average Account Size

$263,605

TX 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

Jon Billinger Work History

2022 - Present (2 years)

Ameritas Advisory Services, LLC

2022 - Present (2 years)

Ameritas Investment Company, LLC

2022 - Present (2 years)

Ameritas Insurance Company

2020 - Present (4 years)

Billinger Financial & Insurance Services Inc

2019 - 2022 (3 years)

Woodbury Financial Services Inc

2019 - 2019 (< 1 year)

Path Financial Services

2018 - 2019 (1 year)

Lincoln Financial Securities Corporation

2015 - 2017 (2 years)

Principal Life Insurance Company

2015 - 2017 (2 years)

Princor Financial Services Corporation

2014 - 2015 (1 year)

Lpl Financial LLC

2014 - 2015 (1 year)

Citizens Business Bank

Disclosures

Please visit the SEC profile of Jon Billinger 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

Orlando Cruz
Charlotte, NC
Barbara Redstone
Plano, TX
Paul Mattke
Milton, FL
Tayton Bair
Flagstaff, AZ
Jonathan Goohs
Melville, NY
David Beltz
Carnegie, PA
Quinton Storm
Tulsa, OK
Tyler Mainquist
Lincoln, NE

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.

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