Unclaimed Profile

John Robert Feldman

AMERITAS INVESTMENT CORP·LINCOLN, Nebraska

SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 6523 years registeredAMERITAS INVESTMENT CORP

5900 "O" STREET, LINCOLN, NE 68510CRD# 2139396Firm CRD# 14869

Profile Verification

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

Identity

John Robert Feldman · LINCOLN, NE

Registration

CRD #2139396 · AMERITAS INVESTMENT CORP · 23 years registered

Brand Profile

Not yet started

Career History

AMERITAS ADVISORY SERVICES, LLC

Nov 2021 – present

AMERITAS INVESTMENT COMPANY, LLC

Jun 2006 – present

AMERITAS ADVISORY SERVICES

Jul 2018 – Nov 2021

CINCINNATI, OH

20/20 CAPITAL MANAGEMENT, INC

May 2018 – Jan 2019

SAN FRANCISCO, CA

AMERITAS INVESTMENT CORP

Jan 2016 – Oct 2017

CINCINNATI, OH

AMERITAS INVESTMENT CORP

Jun 2006 – Dec 2015

CINCINNATI, OH

CARILLON INVESTMENTS, INC

Jun 2003 – Jun 2006

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · June 23, 2003

Years registered · 23

Disclosure History

2012Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 John Robert Feldman offer?

John Robert Feldman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.

What are John Robert Feldman's credentials?

John Robert Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Robert Feldman located?

John Robert Feldman is based in LINCOLN, Nebraska, working with AMERITAS INVESTMENT CORP. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does John Robert Feldman charge for services?

John Robert Feldman'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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