JB
JB

Jeffrey Bryant

36 Years of Experience
Arkansas City, KS
1 DisclosureBrokerSells Insurance

Jeffrey Bryant is a registered investment advisor at Ameritas Advisory Services, LLC, based in Arkansas City, KS, with 36 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:None

Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:

  • Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
  • Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
  • Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
  • Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Loading...

Location

125 Palmetto, Arkansas City, KS, 67005

Get directions

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.
Employment Separation After Allegations
September 2007
Other Business ActivitiesSells Insurance

Jeffrey is the owner/operator of Bryant Financial, which is the same as his branch, providing insurance services. He is also a sales representative for Ameritas Financial Center (AFC), selling and servicing insurance products; both activities consume nearly all of Jeffrey's time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 6 mos
Ameritas Investment Company, LLCBroker
September 2007 - Present · 18 yrs 8 mos
Previous Registrations
Ameritas Advisory Services
May 2020 - November 2021 · 1 yr 6 mos
Nylife Securities LLCBroker
January 2004 - September 2007 · 3 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
June 2001 - July 2003 · 2 yrs 1 mo
Metlife Securities INC.Broker
June 2001 - July 2003 · 2 yrs 1 mo
Pruco Securities CorporationBroker
November 1999 - June 2001 · 1 yr 7 mos
Lifeusa Securities, INC.Broker
August 1999 - November 1999 · 3 mos
Nylife Securities INC.Broker
July 1989 - July 1999 · 10 yrs
State Registrations5 states
AZKSMOOKTX
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.
Jeffrey Bryant - Financial Advisor | TrueAdvisor