Advisor at Ameritas Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ameritas Advisory Services, LLC
Location
Jefferson Township, PA
Credentials
Series 63, Series 65, Series 66
Industry experience
13 years
Jerome Lama is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63, 65, and 66 licenses and has 13 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and previously held roles at PNC Investments and CCO Investment Services. Lama is also licensed as an Independent Insurance Agent for fixed insurance products through JWL Financial Services Group LLC, which he owns. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services using model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary management.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery
$0 - $250,000: Up to 2.00% $250,001 - $500,000: Up to 1.75% $500,001 - $750,000: Up to 1.50% $750,001 - $1,000,000: Up to 1.25% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001+: Negotiable or as low as 0.75% depending on program
Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC
Hourly financial planning fees up to $500/hour
Account minimum: Varies by program; see specific program minimums below Minimum fee: Minimum annual program fees such as $40 or $50 depending on program Fee-only: Financial planning and consulting fees charged as hourly fees up to $500/hour or flat fees; one-time or ongoing basis
Jefferson Township, PA
Pennsylvania
Ameritas Advisory Services, LLC
2021 - Present (5 years)
JWL Financial Services Group LLC
2021 - Present (5 years)
Ameritas Investment Company, LLC
2021 - Present (5 years)
PNC Investments
2019 - 2021 (2 years)
UNEMPLOYED
2018 - 2019 (1 year)
CCO Investment Services
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 65
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Series 63, Series 65
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Series 63, Series 65
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Series 63, Series 65
Scranton, PA
Capital Wealth Investments
Series 63, Series 65
Scranton, PA
Capital Wealth Investments
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