Jacob Bevilacqua

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

• 04/2021 → 11/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2021 → Present
  Capital Management Partners, Llc
  Peabody, MA
• 12/2020 → Present
  Envision Physician Services
  Clearwater, FL
• 04/2018 → Present
  Rockport Ambulance Department
  Rockport, MA
• 02/2016 → 09/2021
  Massachusetts General Hospital
  Boston, MA
• 01/2017 → 08/2017
  Beauport Ambulance Service
  Gloucester, MA
• 05/2015 → 01/2017
  Cataldo Ambulance Service
  Somerville, MA
• 11/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2025 → Present
  The Ameriflex Group
  Las Vegas, NV
• 12/2021 → Present
  Shandscair
  Gainesville, FL

Previous Registrations

• 2021-07-12 → 2025-11-14
  Commonwealth Financial Network
  Ocala, FL
  Ocala, FL
  Lynnfield, MA
  Ocala, FL

Other Businesses

1. JACOB BEVILACQUA, 3655 SW 151st CT, Ocala FL 34481, United States, START DATE 12/2020, Owner, Healthcare, NIR, 16 HR/MO, 16 HR/MO TRADING. 2. SHANDSCAIR, 2101 SW 16th St, Gainesville FL 32608, United States, START DATE 01/2022, W2 Employee, Healthcare, NIR, 8 HR/MO, 4 HR/MO TRADING. 3. THE INCOMOLOGISTS POSITION: President NATURE: Insurance/Benefits/Human Resources INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2023 ADDRESS: 44 SE 1st Ave, Suite 316, Ocala FL 34471, United States

Exams

• S66 Uniform Combined State Law Examination
  2021-05-12