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Detailed Report
JEFFREY CRAIG SAMSON
CRD#: 1695633
IA
Investment Adviser
B
Broker
AMERITAS ADVISORY SERVICES, LLCCRD#: 317245 MARTINEZ, CA
AMERITAS INVESTMENT COMPANY, LLCCRD#: 14869 MARTINEZ, CA
Registration History
19901995200020052010201520202025IAAMERITAS ADVISORY SERVICES, LLC (CRD# 317245)2021 - Present (3 years)BAMERITAS INVESTMENT COMPANY, LLC (CRD# 14869)2006 - Present (18 years)BCARILLON INVESTMENTS, INC. (CRD# 14646)2001 - 2006 (4 years)B1717 CAPITAL MANAGEMENT COMPANY (CRD# 4082)2000 - 2001 (<1 year)BPML SECURITIES COMPANY (CRD# 4082)1987 - 1991 (4 years)IAAMERITAS ADVISORY SERVICES (CRD# 14869)2006 - 2021 (15 years)IACARILLON INVESTMENTS, INC (CRD# 14646)2003 - 2006 (2 years)
License(s)

State Registrations

B
California 6/30/2006
B
Hawaii 6/14/2019
IA
California 11/1/2021
B
Oregon 8/24/2006
B
Colorado 6/30/2006
B
Washington 1/28/2011

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
AMERITAS ADVISORY SERVICES, LLC (CRD#:317245)
MARTINEZ, CA
Registered with this firm since 11/1/2021
B
AMERITAS INVESTMENT COMPANY, LLC (CRD#:14869)
MARTINEZ, CA
Registered with this firm since 6/30/2006
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 06/30/2006 - 11/01/2021 AMERITAS ADVISORY SERVICES (CRD#:14869) SAN RAMON, CA
IA
 10/14/2003 - 06/30/2006 CARILLON INVESTMENTS, INC (CRD#:14646) DANVILLE, CA
B
 07/03/2001 - 06/30/2006 CARILLON INVESTMENTS, INC. (CRD#:14646) DANVILLE, CA
B
 12/08/2000 - 07/19/2001 1717 CAPITAL MANAGEMENT COMPANY (CRD#:4082) NEWARK, DE
B
 08/18/1987 - 11/01/1991 PML SECURITIES COMPANY (CRD#:4082)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.