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AmeriVet Securities, Inc.

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Client assets under management

$0

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

AmeriVet Securities, Inc. offers asset management and fee-based financial planning services with a stated client focus that includes pooled or institutional investors such as state and teacher pension plans, alongside high-net-worth individuals. The firm’s brochure reports that, as of 12/31/2025, it had no assets under management and no advisory accounts on file.

The firm’s investment process combines fundamental, technical and cyclical analysis with Modern Portfolio Theory to emphasize asset-class allocation, periodic rebalancing, and generally long-term purchase strategies; services are delivered on a non-discretionary basis and coordinated with client custodians and other professional advisers. AmeriVet also provides comprehensive financial planning that can include estate and business planning elements and implementation assistance when clients elect to do so.

Distinctive features disclosed in the brochure include dual registration as both a registered investment adviser and a FINRA-registered broker-dealer, active participation in securities underwriting as a co-manager or selling-group member, and common ownership with another broker-dealer—arrangements that are uncommon among investment-manager peers. The brochure also notes the firm’s pension consulting work for public plans and discloses a remediated FINRA finding related to broker-dealer net capital computation and training oversight tied to its broker-dealer activities.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Wealth management

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Fee options

Percentage

$0 - $1,500,000: 1.375% $1,500,000 - $10,000,000: 0.55% $10,000,000+: 0.45%

Other

Minimum fee: One-time document and account setup fee of $375 for accounts opened with less than $100,000; $100 non-refundable transfer and closure fee, as applicable Fee-only: Financial planning fees typically range from $250 to $10,000, fees are negotiable

Main office location

AmeriVet Securities, Inc.

1155 Avenue Of The Americas, 14 Th Floor

New York NY 10036, United States

Number of offices

1

Most active in

More info

California

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 212-803-5050

Advisors at this firm

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user avatar

Jason W

Series 66

New York, NY

AmeriVet Securities, Inc.

Jason Wong is a financial advisor at AmeriVet Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Drexel Hamilton, LLC and Tribal Capital Markets, LLC. Outside of his advisory work, Mr. Wong serves as an Ambassador for Waterfall Racing. AmeriVet Securities, Inc. primarily manages pooled vehicles and institutional mandates, offering pension consulting and traditional portfolio management services. The firm maintains an operational connection to a broker-dealer and combines registered-representative activity with investment management and pension consulting.

General retirement planning Wealth management
user avatar

Elton J

Series 63, Series 65

Moreno Valley, CA

AmeriVet Securities, Inc.

Elton Johnson Jr. is a financial advisor with AmeriVet Securities, Inc., holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has worked at AmeriVet Securities since 1993, including a role at AmeriVet Securities - RIA, LLC from 2020 to 2021. Outside of his advisory work, he serves as President and CEO of Executive Command Group, Inc., a private investigative services firm, and is a director of Veteran Ventures Capital, LLC, which provides venture capital to veteran-owned companies. AmeriVet Securities, Inc. primarily serves pooled vehicles and institutional mandates, offering pension consulting and traditional portfolio management services. The firm operates with a small advisory footprint and maintains an affiliated broker-dealer relationship.

General retirement planning Wealth management
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