Jacob L Buehler

Current Employers

Employment History

• 08/2006 → 07/2021
  Localedge, A Hearst Media Services Company
  Buffalo, NY
• 01/2021 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 09/2022 → 10/2023
  Cetera Advisors Llc
  Fredonia, NY
• 10/2023 → Present
  Osaic
  Fredonia, NY
• 10/2023 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2023-10-09 → 2025-07-03
  The Ameriflex Group
  Fredonia, NY
• 2023-01-11 → 2023-10-19
  Cetera Advisors Llc
  Fredonia, NY

Other Businesses

1. SUMMIT WEALTH MANAGEMENT INC POSITION: Financial Advisor / Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 140 START DATE: 07/12/2021 ADDRESS: 35 East Main St, Fredonia NY 14063, United States DESCRIPTION: I am working to build my own book of business while also assisting one of our senior advisors with his book of business. This "OBA" is a branch office of Osaic, I believe we are required to list it and wanted to be thorough. 2. SPECIFIC SOLUTIONS LLC POSITION: Sales Rep? NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2023 ADDRESS: 475 International Drive, Williamsville NY 14221, United States DESCRIPTION: We quote and place insurance policies with a variety of carriers through Specific Solutions. 3. NWF ADVISORY SERVICES, INC POSITION: Investment Advisor Representative NATURE: Corporation ^ Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 110 START DATE: 06/03/2025 ADDRESS: 35 East Main St, Fredonia NY 14063, United States DESCRIPTION: I provide advisory services such as wrap-fee accounts and financial plans. I devote approximately 2/3 of my time to this business.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-04