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Jeremy Robson

President at Ameritas Advisory Services

Investment adviser and broker registrationsSEC record checked 17 October 2026

24
Years in the industry
4
Years at the firm
3
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Jeremy Robson is President of Ameritas Advisory Services, LLC, a Lincoln investment adviser managing $13.7B. Jeremy Robson has been registered through Ameritas Advisory Services since 1 November 2021, has 24 years in the industry across 3 firms and has passed the Series 7, Series 66, Series 24 and SIE.

Role at Ameritas Advisory Services

Title on Schedule A
President
Control
Jeremy Robson is a control person of Ameritas Advisory Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jeremy Robson has held the filed role since December 2024.

The firm

Ameritas Advisory Services, LLC
Lincoln, NE

Form ADV filed 1 October 2026

$13.7B AUM29,718 clients366 advisers29 offices

Career on record

Jeremy Robson has been registered through Ameritas Advisory Services since November 2021, and before that through Ameritas Advisory Services and Securities America Advisors, Inc..

Firms and exams, newest first
  1. Ameritas Advisory Services, LLCCurrent
    – present · 5 years
    , · Adviser representative · Firm CRD 317245
  2. Ameritas Advisory Services
    – · under a year
    Lincoln, NE · Adviser representative · Firm CRD 14869
  3. Passed SIE · 2018
  4. Passed Series 24 · 2005
  5. Securities America Advisors, Inc.
    – · 17 years
    La Vista, NE · Adviser representative · Firm CRD 110518
  6. Passed Series 66 · 2004
  7. Passed Series 7 · 2001

Registrations and exams

Jeremy Robson has a current investment-adviser registration in Nebraska and has passed 4 qualifying exams.

Nebraska1 November 2021
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6621 October 2004
Name
Uniform Combined State Law Examination
Series 244 March 2005
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 721 December 2001
Name
General Securities Representative Examination

Individual record

Full name
Jeremy Michael Robson
CRD
4147931
Firm
Ameritas Advisory Services, LLC
Registration status
Investment adviser and broker registrations
Firm bio
ameritas.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Ameritas announced that Jeremy Robson was elected president of Ameritas Investment Company and Ameritas Advisory Services. The release describes his work on the firms’ wealth-management platform. Official firm announcement

Education

Credentials and memberships

Common questions

Where does Jeremy Robson work?

Jeremy Robson has been President of Ameritas Advisory Services, LLC since December 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 1 October 2026

Is Jeremy Robson a financial advisor?

Yes. Jeremy Robson has a current investment-adviser registration in Nebraska, through Ameritas Advisory Services since November 2021, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Jeremy Robson have?

Jeremy Robson has worked in the financial industry for 24 years as of 17 October 2026, counted from 18 January 2002, across 3 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Jeremy Robson passed?

Jeremy Robson has passed 4 licensing exams: the Series 7, Series 66, Series 24 and SIE. The earliest, the Series 7, was passed in December 2001.

Source: IAPD individual record, checked 17 October 2026

Where did Jeremy Robson work before Ameritas Advisory Services?

Before Ameritas Advisory Services, Jeremy Robson was registered through Ameritas Advisory Services, June 2021 to November 2021; Securities America Advisors, Inc., November 2004 to May 2021.

Source: IAPD individual record, checked 17 October 2026

Leadership at Ameritas Advisory Services

Sources

  1. IAPD individual record, CRD 4147931. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ameritas Advisory Services, LLC, filed 1 October 2026. Title, control and ownership bands.
  3. Ameritas Advisory Services team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeremy Robson or Ameritas Advisory Services, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.