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Jason Ward

Ameritas Advisory Services, LLC
29 Years of Experience
Tulsa, OK
6 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Ward is a registered investment advisor at Ameritas Advisory Services, LLC, based in Tulsa, OK, with 29 years of industry experience. Jason 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

1443 S Norfolk Ave, Tulsa, OK, 74120

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History

Regulatory History (6)
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.
Judgment / Lien
March 2026
Judgment / Lien
September 2025
Judgment / Lien
December 2022
Customer Dispute
August 2021
Denied
Regulatory
August 2015
Final
Customer Dispute
September 2013
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Ameritas Advisory Services
August 2018 - November 2021 · 3 yrs 3 mos
International Assets Investment Management, LLC
January 2016 - August 2018 · 2 yrs 7 mos
International Assets Advisory, LLCBroker
July 2015 - August 2018 · 3 yrs 1 mo
International Assets Investment Management, LLC
July 2015 - December 2015 · 5 mos
Investment Centers of America, INC.
June 2012 - July 2015 · 3 yrs 1 mo
Investment Centers of America, INC.Broker
June 2012 - July 2015 · 3 yrs 1 mo
Securian Financial Services, INC.
December 2001 - June 2012 · 10 yrs 6 mos
Securian Financial Services, INC.Broker
September 1997 - June 2012 · 14 yrs 9 mos
State Registrations9 states
ALAZCACTFLMTOHOKTX
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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