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Joan K

Series 65

Evans, GA

Ameritas Advisory Services, LLC

Joan Kerr is a financial advisor at Ameritas Advisory Services, LLC with seven years of industry experience. She holds a Series 65 designation and has worked with Ameritas since 2018, including roles at Ameritas Investment Corp and Granite Financial Solutions, LLC. Outside of her financial services work, she is involved with The Sanctuary of Augusta, assisting with music ministry and senior adult activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a variety of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities, offering both discretionary and non-discretionary programs.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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