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Kelly Jay Halverson

Member, Board Of DirectorsAmeritas Advisory Services, LLCCRD 7977580

About Kelly Jay Halverson

Kelly Jay Halverson is listed as Member, Board Of Directors at Ameritas Advisory Services, LLC in Lincoln, NE. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Ameritas Advisory Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kelly Jay Halverson work?

Kelly Jay Halverson is listed as Member, Board Of Directors at Ameritas Advisory Services, LLC on SEC Form ADV.

How much of Ameritas Advisory Services, LLC does Kelly Jay Halverson own?

Form ADV reports a beneficial ownership band of Under 5%.

Ameritas Advisory Services, LLC

TitleMember, Board Of Directors
OwnershipUnder 5%
Control personYes
Since2024
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