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Lamar Stewart Jones

MUTUAL OF OMAHA INVESTOR SERVICES, INC.·OMAHA, Nebraska
SIE, Series 40Clean recordMUTUAL OF OMAHA INVESTOR SERVICES, INC.
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175-1020CRD# 838681Firm CRD# 611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lamar Stewart Jones · OMAHA, NE
Registration
CRD #838681 · MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 40
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CRD 611 · SEC 801-61332
AUM
$15M
Regulatory assets under management
Employees
285
74 client accounts
Services offered by MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MUTUAL OF OMAHA INVESTOR SERVICES, INC. →
Introduction

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Frequently Asked Questions

What services does Lamar Stewart Jones offer?
Lamar Stewart Jones specializes in Financial Planning, Investment Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Lamar Stewart Jones's credentials?
Lamar Stewart Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lamar Stewart Jones located?
Lamar Stewart Jones is based in OMAHA, Nebraska, working with MUTUAL OF OMAHA INVESTOR SERVICES, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Lamar Stewart Jones charge for services?
Lamar Stewart Jones's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees and third party money manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUTUAL OF OMAHA INVESTOR SERVICES, INC.?
MUTUAL OF OMAHA INVESTOR SERVICES, INC. has approximately 285 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Briana Dawn Hughes
OMAHA, NE
Adam D Proskovec
OMAHA, NE
Evan Richard Bees
OMAHA, NE
Richard William Healey
OMAHA, NE
Amy Joan Saar Owens
OMAHA, NE
Thomas Ryan Oldham
OMAHA, NE

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