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Jennifer Ann Kobza

Ameritas Investment Company, LLC

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About Jennifer Ann Kobza

Jennifer Kobza is a financial advisor with Ameritas Investment Company, LLC based in Lincoln, NE. Jennifer has been in the financial services industry since 2008. Jennifer holds Series 7, 52TO, 50, 53, 54, and 66 licenses. Jennifer has been registered with FINRA since 2019. Jennifer is registered in Nebraska. Jennifer has a strong background in municipal securities.

Firm Information

Jennifer Kobza is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jennifer Kobza’s Registration & Firm History

NE

08/26/2019 - Present

Ameritas Investment Company, LLC (LINCOLN NE)

NE

04/17/2015 - 07/09/2019

AMERITAS INVESTMENT CORP. (OMAHA NE)

NE

07/24/2008 - 04/22/2015

FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)

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Licenses & Designations

BOTH

Issued 08/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2020

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 05/13/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 07/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Ann Kobza.
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