Merrill
47yrs
Top advisor by experience in Cincinnati
29yrs
John Feldman
Full name on record: John Robert Feldman
Financial advisor at Ameritas Advisory Services
John Feldman has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Cincinnati, Ohio. After a year at 20/20 Capital Management and three years at Carillon Investments, John joined Ameritas Advisory Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Ameritas Advisory Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 17% by experience in Ohio
OfficeCincinnati, OH
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
- May 2018 – Jan 201920/20 Capital Management, Inc.Previously
- 2003 – 2006Carillon Investments, Inc.Previously
Contact John
(800) 335-9858Firm headquarters in Lincoln, NE. Ask for John. Cincinnati, OHOffice · Get directions Firm websitewww.ameritas.com/investmentsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Ameritas Advisory Services at (800) 335-9858 and ask for John Feldman. John works from the Cincinnati, OH office.
How long has John been a financial advisor?
John has been in the industry since 1998, about 29 years. Top 17% by experience in Ohio.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Ameritas Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John 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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