Unclaimed Profile

Charles Jason Thomas

AMERITAS INVESTMENT CORP·LINCOLN, Nebraska

SIE, Series 6, Series 7, Series 31, Series 63Clean record16 years registeredAMERITAS INVESTMENT CORP

5900 "O" STREET, LINCOLN, NE 68510CRD# 2785294Firm CRD# 14869

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Jason Thomas · LINCOLN, NE

Registration

CRD #2785294 · AMERITAS INVESTMENT CORP · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERITAS INVESTMENT CORP

AMERITAS INVESTMENT CORP

Nov 2009 – Sep 2013

FORT MILL, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 31

Series 63

Registration record

First registered · November 17, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERITAS INVESTMENT COMPANY, LLC

CRD 14869 · SEC 801-

AUM

$7.8B

Regulatory assets under management

Employees

611

27,982 client accounts

Services offered by AMERITAS INVESTMENT COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERITAS INVESTMENT COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Jason Thomas offer?

Charles Jason Thomas specializes in Financial Planning, Investment Management, Wealth Management.

What are Charles Jason Thomas's credentials?

Charles Jason Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Jason Thomas located?

Charles Jason Thomas is based in LINCOLN, Nebraska, last registered with AMERITAS INVESTMENT CORP.

How does Charles Jason Thomas charge for services?

Charles Jason Thomas's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERITAS INVESTMENT CORP?

AMERITAS INVESTMENT CORP has approximately 611 employees and manages $7.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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