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Jeffrey Allen

Ameritas Advisory Services, LLC
32 Years of Experience
Homewood, AL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffrey Allen is a registered investment advisor at Ameritas Advisory Services, LLC, based in Homewood, AL, with 32 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2718 20th St S Ste 100, Homewood, AL, 35209

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is an agent at Nowlin & Associates, which is the same as his branch, focusing on wealth management, money management, financial planning, and estate planning. He dedicates full-time hours to meeting with clients and assisting with their wealth management needs, including life and health insurance and annuities.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
March 2023 - Present · 3 yrs 7 mos
Ameritas Investment Company, LLCBroker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Ameritas Advisory Services
August 2021 - September 2021 · 1 mo
The Ascent Group, LLC
June 2021 - May 2023 · 1 yr 11 mos
Ameritas Advisory Services
May 2017 - August 2021 · 4 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - May 2017 · 4 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - May 2017 · 4 yrs 3 mos
Morgan Keegan & Company, INC.
December 2003 - February 2013 · 9 yrs 2 mos
Morgan Keegan & Company, INC.Broker
October 2003 - February 2013 · 9 yrs 4 mos
Painewebber IncorporatedBroker
January 1995 - August 1998 · 3 yrs 7 mos
Joseph Charles & Assoc., INC.Broker
January 1992 - February 1995 · 3 yrs 1 mo
First Investors CorporationBroker
April 1989 - January 1992 · 2 yrs 9 mos
State Registrations4 states
ALFLPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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