John Perlite
Investment Adviser Representative at Ameritas Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Perlite is an investment adviser representative with Ameritas Advisory Services, LLC in San Ramon, CA, where they have been registered since 2024, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Arizona State UniversityAug 2015 – Dec 2019Tempe, AZ
- AmazonJul 2018 – Nov 2018Tempe, AZ
- Thompson Financial GroupNov 2018 – Jun 2019Gilbert, AZ
- Merrill LynchOct 2019 – Jun 2020Gilbert, AZ
- UnemployedJun 2020 – Nov 2020Concord, CA
- HSBCNov 2020 – Feb 2022Pleasanton, AZ
- UnemployedFeb 2022 – Jul 2022Pleasanton, CA
- First Republic BankJul 2022 – Jun 2023San Francisco, CA
- UnemployedJun 2023 – Oct 2023Pleasanton, CA
- David White & AssociatesOct 2023 – no end date reportedSan Ramon, CA
- Ameritas Investment Company, LLCFeb 2024 – no end date reportedLincoln, NE
- Ameritas Advisory Services, LLCFeb 2024 – no end date reportedLincoln, NE
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ameritas Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $5,000 (waivable)
- First $250,0002.00%
- $250,001 – $500,0001.75%
- $500,001 – $750,0001.50%
- $750,001 – $1,000,0001.25%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 551
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Lincoln, NE
- SEC file number:
- 801-55153
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Ameritas Advisory Services, LLC
Showing 12 of 551 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Perlite has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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