Jacob J Reid

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

• 03/2010 → 12/2016
  Foothill Securities, Inc.
  Livermore, CA
• 01/2014 → 12/2016
  Capital Insight Partners, Llc
  Livermore, CA
• 01/2006 → Present
  Livermore-Pleasanton Elks Lodge
  Livermore, CA
• 11/2013 → 12/2024
  Pomme Cannelle Paris
  Oakland, CA
• 12/2016 → 06/2024
  Securities America, Inc.
  Livermore, CA
• 12/2016 → 06/2024
  Securities America Advisors
  Livermore, CA
• 06/2024 → 09/2025
  Osaic Wealth, Inc.
  Menlo Park, CA
• 09/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2025 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2024-06-14 → 2025-10-01
  Osaic Wealth, Inc.
  Menlo Park, CA
  Livermore, CA
• 2016-12-12 → 2024-06-14
  Securities America Advisors, Inc.
  Livermore, CA
• 2011-07-08 → 2016-12-13
  Foothill Securities, Inc.
  Livermore, CA
  Santa Clara, CA
  Santa Clara, CA
• 2014-01-02 → 2016-12-13
  Capital Insight Partners, Llc
  Livermore, CA

Other Businesses

1. HIGHLAND CAPITAL BROKERAGE, 3535 Grandview Parkway, Ste 600, Birmingham CA 35243, United States, 01/01/2022, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 0 HR/MO TRADING 2. ROTARY INTERNATIONAL - LIVERMORE, P.O. Box 694, Livermore CA 94551, United States, 04/01/2018, Member, Volunteer, NIR, 2 HR/MO - 0 HR/MO TRADING 3. JHCE, 1693 Polk Street, Ste#208, San Francisco CA 94109, United States, 06/01/2024, Board Member, Engineering Corporation, NIR, 1 HR/MO - 0 HR/MO TRADING 4. TRI-VALLEY ESTATE PLANNING COUNCIL, P.O. Box 948, Clayton CA 94517, United States, 06/01/2013, Member, Networking, NIR, 1 HR/MO - 0 HR/MO TRADING 5. LIVERMORE-PLEASANTON ELKS #2117, 940 Larkspur Drive, Livermore CA 94551, United States, 04/01/2010, Committee Member, Volunteer, NIR, 1 HR/MO - 0 HR/MO TRADING 6. CAPITAL INSIGHT FINANCIAL GROUP, 2021 Las Positas Ct, Ste#165, Livermore CA 94551, United States, 06/01/2015, Owner, DBA Name, NIR, 160 HR/MO - 140 HR/MO TRADING 7. THE AMERIFLEX GROUP - RIA, 8475 W. Sunset Road, Ste#101, Las Vegas NV 89113, United States, 09/26/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 140 HR/MO - 140 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-01
• S63 Uniform Securities Agent State Law Examination
  2002-08-16