Jason Ward
Jason Ward is a registered investment advisor at Ameritas Advisory Services, LLC, based in Tulsa, OK, with 28 years of industry experience. Jason 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1443 S Norfolk Ave, Tulsa, OK, 74120
Get directionsHistory
Regulatory History (5)
Judgment / Lien
September 2025Judgment / Lien
December 2022Customer Dispute
August 2021Regulatory
August 2015Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Jason is a licensed independent insurance agent selling fixed insurance products and owns Concierge Financial Consultants, operating under Concierge Care LLC, where he works with clients on life insurance and planning, dedicating about a quarter of his time. He also owns Midtown Wealth Management, LLC, offering insurance services and securities, spending about half his time in this role, and works as a real estate agent a few hours per week.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations9 states
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.