Jeremy Robson Appointed President of Ameritas Investment Firm
Jeremy Robson Takes the Helm at Ameritas Investment Company
In a significant development for Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services, LLC (AAS), Jeremy Robson has been appointed as president. This transition aims to enhance the leadership within the organization and further advance its strategic objectives. Jeremy's election as president was announced by Ryan Beasley, the executive vice president overseeing the individual division.
Career Progression Leading to Presidency
Robson has been an integral part of Ameritas since June 2021, when he joined as the second vice president of Wealth Services. His journey within the company showcases a rapid progression; he was later promoted to vice president of Wealth Management and Investment Services in 2022. In his capacity as vice president, Robson was instrumental in managing AAS's wealth management platform, demonstrating a prolific ability to lead and innovate.
Expertise and Contributions
During his time at Ameritas, Robson has amassed over 25 years of experience, primarily focused on advisory and wealth management services. Ryan Beasley lauded Robson's contributions, highlighting his adeptness in business and development operations. He has played a vital role in the creation and enhancement of the Ameritas Wealth Platform while working alongside Ameritas Investment Partners to refine the asset management programs available to associates.
Educational Background
Having grown up in Omaha, Nebraska, Robson's educational pedigree includes a Bachelor of Science degree in finance from the University of Nebraska-Lincoln, complemented by a certificate in financial planning from Kaplan University. His professional qualifications also include FINRA Series 7, 24, and 66 securities registrations. Furthermore, he serves on the boards of directors for both AIC and AAS, contributing his insights and expertise at a governance level.
About Ameritas
Ameritas operates under a marketing umbrella that includes the Ameritas Mutual Holding Company and its affiliates, which offer a vast selection of financial products including life insurance, annuities, and investment services. Established in 1887, Ameritas continues to develop its offerings, providing essential financial services to individuals and businesses alike. Its extensive network ensures that clients access the comprehensive support they need for insurance, investments, and retirement planning.
Future Directions for Ameritas
As Jeremy Robson steps into his new role, he is tasked with leading Ameritas through evolving market challenges while enhancing the client experience. His experience and strategic vision are poised to drive growth and innovation at AIC and AAS, ensuring that they remain competitive and responsive to client needs in the investment landscape. The leadership shift is not only a pivotal moment for Robson but also for the entire company as it strives to reinforce its market presence and service offerings.
Frequently Asked Questions
Who is Jeremy Robson?
Jeremy Robson is the newly elected president of Ameritas Investment Company and Ameritas Advisory Services, bringing extensive experience in wealth management.
What was Jeremy Robson's role before becoming president?
Before being appointed president, Robson served as vice president of Wealth Management and Investment Services at Ameritas.
What contributions has Robson made to Ameritas?
Robson has led the development of the Ameritas Wealth Platform and has played a crucial role in business development operations.
What is Ameritas known for?
Ameritas is recognized for offering a wide range of insurance and financial products, including life insurance, annuities, and retirement planning services.
How long has Ameritas been in business?
Ameritas was founded in 1887, growing to provide essential financial services for over a century.
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