Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivar? Claim Your ProfileIvar Norman Jones is an investment advisor representative with Ameritas Advisory Services, LLC, based in Bozeman, MT. Ivar has been in the financial services industry since May 1996 and holds Series 6, 7, 63, and 65 licenses. Ivar has a strong background in financial planning and portfolio management for both individuals and businesses. Prior to joining Ameritas Advisory Services, LLC, Ivar worked at Carillon Investments, Inc. and Sentra Securities Corporation. Ivar is also a licensed independent insurance agent and the owner of IJ Financial, a sub-agency under a principal agency. Ivar is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MT
11/01/2021 - Present
Ameritas Advisory Services, LLC (Bozeman MT)
CA
10/26/1998 - 06/30/2006
CARILLON INVESTMENTS, INC. (DANVILLE CA)
AZ
05/07/1996 - 10/28/1998
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 05/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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