Jori
Guzhuna
Ameritas Advisory Services, LLC
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About this Advisor
Jori Guzhuna is a financial advisor who works in New York, New York. Guzhuna is on the advisory team at Ameritas Advisory Services, LLC. Guzhuna has gained experience at Northwestern Mutual, New York Life, Spire Group, Metropolitan Property Group, Equity Services, Inc, National Life Group, Titan Capital LLC, N/A, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Ameritas Life Insurance Company and Gamma Capital Group LLC. Guzhuna holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Ameritas Advisory Services, LLC is a registered investment company that has its headquarters in Lincoln, NE. The firm has offices in 248 locations and a total of 592 financial advisors. It oversees $9 billion in assets among its 35,218 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 38 charities and foundations. Of its 35,218 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a wide range of services, including 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 largely are based on the type of financial services provided. However, fees charged by Ameritas Advisory Services, LLC likely include 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
Jori Guzhuna Work History
Jori has been registered as a financial advisor for 0 years.*
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Ameritas Life Insurance Company
Gamma Capital Group LLC
Equity Services, Inc
National Life Group
N/A
New York Life
Northwestern Mutual
Titan Capital LLC
Spire Group
Metropolitan Property Group
N/A
*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 Jori Guzhuna 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
Trussville, AL
Exeter, CA
Sudbury, MA
Lincoln, NE
Charlotte, NC
Tampa, FL
Greensboro, NC
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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