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John Feldman

Ameritas Advisory Services, LLC
35 Years of Experience
Cincinnati, OH
1 DisclosureBroker
View SEC Summary
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John Feldman is a registered investment advisor at Ameritas Advisory Services, LLC, based in Cincinnati, OH, with 35 years of industry experience. John 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

Cincinnati, OH

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History

Regulatory History (1)
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Customer Dispute
March 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is President & COO of Boom Planning and Canvas Financial, and owner/consultant for Fishtank Consulting LLC, dedicating full-time hours to these activities. He also co-owns a family vacation home with minimal time commitment.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLC
June 2006 - Present · 20 yrs 4 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
July 2018 - November 2021 · 3 yrs 4 mos
20/20 Capital Management, INC
May 2018 - January 2019 · 8 mos
Ameritas Investment CORP
January 2016 - October 2017 · 1 yr 9 mos
Ameritas Investment CORP
June 2006 - December 2015 · 9 yrs 6 mos
Carillon Investments, INC
June 2003 - June 2006 · 3 yrs
Carillon Investments, INC.Broker
May 1991 - June 2006 · 15 yrs 1 mo
State Registrations2 states
CAOH
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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