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Ivar Jones

Ameritas Advisory Services, LLC
30 Years of Experience
Bozeman, MT
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Ivar Jones is a registered investment advisor at Ameritas Advisory Services, LLC, based in Bozeman, MT, with 30 years of industry experience. Ivar 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

Bozeman, MT

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History

Regulatory History (2)
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
June 2022
Settled
Customer Dispute
October 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ivar is licensed as an independent insurance agent to sell fixed insurance products through IJ Financial. He is also an LLC member of Iron House LLC, a real estate holding company, and an associate at Canvas Financial, providing securities and insurance services full-time, and owns rental property.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
May 2007 - November 2021 · 14 yrs 6 mos
Carillon Investments, INC.Broker
October 1998 - June 2006 · 7 yrs 8 mos
Sentra Securities CorporationBroker
May 1996 - October 1998 · 2 yrs 5 mos
State Registrations18 states
AZCACODEFLGAHIINKYMNMTNENYORSCTXVAWA
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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