Jordan Joseph Underhill

Current Employers

Employment History

• 06/2012 → 07/2018
  At&T
  Atlanta, GA
• 04/2018 → 07/2020
  Voya Financial Advisors, Inc.
  Tucson, AZ
• 07/2020 → 09/2023
  Sagepoint Financial, Inc.
  Tucson, AZ
• 07/2020 → Present
  The Ameriflex Group, Inc.
  Tucson, AZ
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Tucson, AZ
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2018-07-05 → 2020-08-03
  Voya Financial Advisors, Inc.
  Tucson, AZ

Other Businesses

1. INDEPENDENT INSURANCE AGENT, 3146 N. Swan Rd., Tucson AZ 85712, United States, 11/01/2018, Agent, Insurance/Benefits/Human Resources, NIR, 30 HR/MO - 30 HR/MO TRADING 2. THE AMERIFLEX GROUP, 8485 W. Sunset Rd., #204, Las Vegas NV 89113, United States 07/29/2020, IAR, RIA Affiliation - other than CIRA, NIR, 170 HR/MO - 100 HR/MO TRADING 3. UNDERHILL FINANCIAL ADVISORS, LLC, 3146 North Swan Road, Tucson AZ 85712, United States, 07/30/2018, Owner, DBA Name, NIR, 160 HR/MO - 120 HR/MO TRADING 4. SOUTHERN ARIZONA ESTATE PLANNING COUNCIL (SAEPC), 3900 E Timrod St., Tucson AZ 85711, United States, 09/18/2019, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO - 0 HR/MO TRADING 5. THE CENTURIONS, 5049 E Broadway Blvd, Suite 13, Tucson AZ 85711, United States, START DATE 10/2025, Active Member, Volunteer, NIR, 2 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2018-06-30

Designations