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Jaclyn B

Series 66

Tamps, FL

Ameritas Advisory Services, LLC

Jaclyn Bautista is a financial advisor at Ameritas Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Calton & Associates, Inc. and J.W. Cole Financial, Inc. before joining Ameritas. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and ongoing consulting, supported by multiple custodial platforms and third-party tools to align portfolios with client objectives.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Jared W

Series 63, Series 65

Tampa, FL

Ameritas Advisory Services, LLC

Jared Wilson is a financial advisor with Ameritas Advisory Services, LLC in Tampa, FL. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to his current role, he held positions at Ameritas Investment Company, Ameritas Life Insurance Corp., Paychex, Transamerica, Fisher Investments, and ADP. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an investment committee and third-party platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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