Jory Franklin Head

Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 10/2016
  Northwestern Mutual
  Minot, ND
• 10/2016 → 04/2019
  Capital Financial Services, Inc
  Minot, ND
• 04/2019 → 09/2023
  Sage Point Financial
  Phoenix, AZ
• 09/2023 → 11/2024
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 11/2024 → 06/2025
  Osaic
  Las Vegas, NV
• 11/2024 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2024-08-23 → 2024-11-14
  Osaic Wealth, Inc.
  Las Vegas, NV
  Scottsdale, AZ
• 2022-11-29 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
• 2019-04-30 → 2022-11-29
  Osaic Services, Inc.
  Scottsdale, AZ
• 2017-09-11 → 2019-04-24
  Capital Financial Services, Inc.
  Minot, ND

Other Businesses

1) JORY HEAD, 2903 S Chatsworth, Mesa AZ 85212-2375, United States, 02/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO - 1 HR/MO TRADING. 2) THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas, NV 89113 NV 89113, United States, 11/2024, IAR, NIR, 160 HR/MO - 160 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-31