DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jonathan Howard Jarvis

Ameritas Advisory Services, LLCBD affiliatedHamilton, Oh dual registrantIAPD 1974651

Feed of 09/15/2026

Also filed as Jay Jarvis

At current firm

2 y

since Feb 5, 2024

In the industry

36 y

since Oct 2, 1989 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ameritas Advisory Services, LLC BD affiliated current
since Feb 5, 2024 · Hamilton, Oh
Prosperity Capital Advisors independent RIA
Sep 14, 2022 to Oct 13, 2023 · Westlake, Oh
Ameritas Advisory Services, LLC BD affiliated
Nov 1, 2021 to Jun 9, 2022 · Cincinnati, Oh
Ameritas Advisory Services former
Jun 30, 2006 to Nov 1, 2021 · Cincinnati, Oh
Carillon Investments, Inc. unclassified
Jan 19, 2006 to Jun 30, 2006 · Cincinnati, Oh
Essex National Securities, Inc. former
Aug 24, 2005 to Dec 19, 2005 · Cincinnati, Oh
Cetera Investment Services LLC former
Jul 11, 2005 to Sep 1, 2005 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

Prosperity Capital Advisors to Ameritas Advisory Services, LLC
left Oct 13, 2023, registered Feb 5, 2024 (115 days) · RIA to affiliated broker-dealer or bank
Ameritas Advisory Services, LLC to Prosperity Capital Advisors
left Jun 9, 2022, registered Sep 14, 2022 (97 days) · Affiliated broker-dealer or bank to independent RIA
Ameritas Advisory Services to Ameritas Advisory Services, LLC
left Nov 1, 2021, registered Nov 1, 2021 (0 days) · corporate re-registration, not a move
Carillon Investments, Inc. to Ameritas Advisory Services
left Jun 30, 2006, registered Jun 30, 2006 (0 days) · Other
Essex National Securities, Inc. to Carillon Investments, Inc.
left Dec 19, 2005, registered Jan 19, 2006 (31 days) · Other
Cetera Investment Services LLC to Essex National Securities, Inc.
left Sep 1, 2005, registered Aug 24, 2005 (-8 days) · Other

Signals

Jonathan Howard Jarvis left Prosperity Capital Advisors for Ameritas Advisory Services, Llc (registered 2024-02-05)
Oct 13, 2023 · Advisor changed firm · fact
Jonathan Howard Jarvis left Ameritas Advisory Services, Llc for Prosperity Capital Advisors (registered 2022-09-14)
Jun 9, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 36derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address