UBS Financial Services
46yrs
Top advisor by experience in Northfield
39yrs
Eric Pepper has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Northfield, New Jersey. Eric has been with Ameritas Advisory Services since 2021; before that, Eric spent two years at The Advisors Group. Ameritas Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 76 advisors with offices in Northfield, and one of 75 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 5% by experience nationwide
Office2300 New Road Suite 202, Northfield, NJ 08225
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$448,118
Advisors at the firm551
States licensed ?1 state
Services through Ameritas Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowAmeritas Advisory Services, LLCCurrent firm
- 2002 – 2004The Advisors Group, Inc.Previously
Contact Eric
2300 New Road Suite 202Northfield, NJ 08225Office · Get directions Firm main line(800) 335-9858Headquarters: Ameritas Advisory Services · Lincoln, NE Firm websitewww.ameritas.com/investments
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Ameritas Advisory Services at (800) 335-9858 and ask for Eric Pepper. Eric works from the Northfield, NJ office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1987, about 39 years. Top 5% by experience nationwide.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Ameritas Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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