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Current Employers
The Ameriflex Group

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-02-03
FL RA APPROVED 2023-07-17
  • NJ RA
    APPROVED
    Since 2025-02-03
  • FL RA
    APPROVED
    Since 2023-07-17

Branch Locations

8470 Enterprise Circle Suite 110-B, Lakewood Ranch, FL 34202 • United States

542 Prospect Avenue Suite 114, Little Silver, NJ 07739 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 02/2003 06/2020
Equitable Advisors, Llc New York NY 02/2003 09/2022
Sagepoint Financial, Inc. Red Bank NJ 09/2022 09/2023
The Ameriflex Group Las Vegas NV 09/2022 Present
Osaic Wealth, Inc. Red Bank NJ 09/2023 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 02/2003 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 02/2003 → 09/2022
    New York, NY
  • 09/2022 → 09/2023
    Sagepoint Financial, Inc.
    Red Bank, NJ
  • 09/2022 → Present
    Las Vegas, NV
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Red Bank, NJ
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
Other Businesses

1) FOURFRONT WEALTH MANAGEMENT, 8470 Enterprise Circle, Lakewood Ranch FL 34202, 09/2022, Investment Advisor Representative, DBA Name, INV REL, 120 HR/MO, 60 HR/MO TRADING. 2) JILL A SHERMAN LLC, 19533 Broad Shore Walk, Loxahatchee FL 33470, 12/2024, Owner, Owner/Partner of a Business Entity, NIR, 2 HR/MO, 0 HR/MO TRADING. 3) JILL SHERMAN INSURANCE AGENT, 19533 Broad Shore Walk, Loxahatchee FL 33470, 05/2003, Agent, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO, 5 HR/MO TRADING. 4) THE AMERIFLEX GROUP, 8485 W Sunset Road, 204, Las Vegas NV 89113, 09/2022, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO, 100 HR/MO TRADING. 5) ADVISORS EXCEL MEDICARE SOLUTIONS, 2950 SW McClure Road, Topeka KS 66614, United States, 11/01/2025, Agent, Medicare Solutions partnership, NIR, 2 HR/MO - 1 HR/MO TRADING 6) ADVISORS EXCEL MEDICARE SOLUTIONS, 2950 SW McClure Road, Topeka KS 66614, United States, 11/01/2025, Agent, Medicare Solutions partnership, NIR, 2 HR/MO - 1 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-28
S63 Uniform Securities Agent State Law Examination 1995-05-01
  • S65 Uniform Investment Adviser Law Examination
    2003-04-28
  • S63 Uniform Securities Agent State Law Examination
    1995-05-01
Other Names
  • Jill Andrea Shevrin

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