James Leonard Burgett

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

• 01/1988 → 04/2019
  City Of Phoenix
  Phoenix, AZ
• 05/2019 → 12/2019
  Retired
  Phoenix, AZ
• 01/2020 → 07/2026
  Scott Harris
  Phoenix, AZ
• 07/2020 → 11/2022
  Principal Securities Inc
  Phoenix, AZ
• 11/2022 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 11/2022 → Present
  The Ameriflex Group
  Las Vegas, NV
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Phoenix, AZ
• 10/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2026 → Present
  Harris Mathias Wealth Management
  Phoenix, AZ

Previous Registrations

• 2021-01-07 → 2022-11-10
  Principal Securities, Inc.
  Phoenix, AZ

Other Businesses

1) Scott Harris Financial Group PLLC, 7720 N. 16th Street, Ste 350, Phoenix AZ 85020, United States, 06/2025, Agent, Consulting/Coaching, Not Investment Related, 65 HR/MO, 35 HR/MO Trading

Exams

• S66 Uniform Combined State Law Examination
  2020-12-26

Other Names

• Jim Burgett