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Jay Allen Spearman

AMERITAS INVESTMENT CORP·LINCOLN, Nebraska
AMERITAS INVESTMENT CORP
5900 "O" STREET, LINCOLN, NE 68510CRD# 4030362Firm CRD# 14869

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Allen Spearman · LINCOLN, NE
Registration
CRD #4030362 · AMERITAS INVESTMENT CORP
Brand Profile
Not yet started
Disclosure history
12 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jay Allen Spearman is a registered financial advisor based in LINCOLN, Nebraska, affiliated with AMERITAS INVESTMENT CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
AMERITAS INVESTMENT COMPANY, LLC
AMERITAS ADVISORY SERVICES
AUM
$7.8B
Regulatory assets under management
Employees
611
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 4030362
Firm CRD# 14869
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Allen Spearman offer?
Jay Allen Spearman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are Jay Allen Spearman's credentials?
Jay Allen Spearman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Allen Spearman located?
Jay Allen Spearman is based in LINCOLN, Nebraska, working with AMERITAS INVESTMENT CORP. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Jay Allen Spearman charge for services?
Jay Allen Spearman'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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