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RIA / WealthAdvisordual registered (broker-dealer)36 years in industry

JONATHAN HOWARD JARVIS

Advisor at AMERITAS ADVISORY SERVICES, LLC

Hamilton, OH | Mishawaka, IN

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Search this name across graphsid dfx:ria:03774595-e88f-37c4-cc9f-c1609cbf1bae

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jul 11, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERITAS ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 2, 1989earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Oct 2, 1989
First registration: Jul 11, 2005
Dual registered: yes, broker-dealer
Other names: JAY JARVIS
IAPD individual key: 1974651

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Feb 5, 2024	n/a	yes	Hamilton, OH\|Mishawaka, IN	Current employment
PROSPERITY CAPITAL ADVISORS	Independent wealth	Sep 14, 2022	Oct 13, 2023	no	WESTLAKE, OH\|Hamilton, OH	Previous registration
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 1, 2021	Jun 9, 2022	no	CINCINNATI, OH	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Jun 30, 2006	Nov 1, 2021	no	CINCINNATI, OH	Previous registration
CARILLON INVESTMENTS, INC.	n/a	Jan 19, 2006	Jun 30, 2006	no	CINCINNATI, OH	Previous registration
ESSEX NATIONAL SECURITIES, INC.	Former SEC adviser	Aug 24, 2005	Dec 19, 2005	no	CINCINNATI, OH\|NAPA, CA	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Jul 11, 2005	Sep 1, 2005	no	CINCINNATI, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PROSPERITY CAPITAL ADVISORS	AMERITAS ADVISORY SERVICES, LLC	Oct 13, 2023	Feb 5, 2024	115	Firm change	RIA to ibd
AMERITAS ADVISORY SERVICES, LLC	PROSPERITY CAPITAL ADVISORS	Jun 9, 2022	Sep 14, 2022	97	Firm change	Ibd to RIA
AMERITAS ADVISORY SERVICES	AMERITAS ADVISORY SERVICES, LLC	Nov 1, 2021	Nov 1, 2021	0	Bulk transfer	Ibd to ibd
CARILLON INVESTMENTS, INC.	AMERITAS ADVISORY SERVICES	Jun 30, 2006	Jun 30, 2006	0	Firm change	Other
ESSEX NATIONAL SECURITIES, INC.	CARILLON INVESTMENTS, INC.	Dec 19, 2005	Jan 19, 2006	31	Firm change	Other
CETERA INVESTMENT SERVICES LLC	ESSEX NATIONAL SECURITIES, INC.	Sep 1, 2005	Aug 24, 2005	-8	Firm change	Other

Relationships

Registered with (6)

→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Nov 1, 2021 to Jun 9, 2022factForm ADV
→ PROSPERITY CAPITAL ADVISORSRegistered adviserregistration: previous registration
Sep 14, 2022 to Oct 13, 2023factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 30, 2006 to Nov 1, 2021factForm ADV
→ CARILLON INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 19, 2006 to Jun 30, 2006factForm ADV
→ ESSEX NATIONAL SECURITIES, INC.Registered adviserregistration: previous registration
Aug 24, 2005 to Dec 19, 2005factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Jul 11, 2005 to Sep 1, 2005factForm ADV

Dated events

Occurred
Oct 13, 2023
Advisor changed firm
Jonathan Howard Jarvis left Prosperity Capital Advisors for Ameritas Advisory Services, Llc (registered 2024-02-05)
Form ADVobserved 6 days ago
Occurred
Jun 9, 2022
Advisor changed firm
Jonathan Howard Jarvis left Ameritas Advisory Services, Llc for Prosperity Capital Advisors (registered 2022-09-14)
Form ADVobserved 6 days ago