Best Investors Account Sign in
Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-04-09
  • AZ RA
    APPROVED
    Since 2025-04-09

Branch Locations

2033 E. Warner Rd Suite 106, Tempe, AZ 85284 • 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
Roi Solutions American Fork UT 02/2020 04/2020
Utah Valley University Orem UT 02/2021 11/2021
Utah Valley University Orem UT 11/2021 12/2022
The Norden Group Provo UT 01/2023 05/2023
Dentist Advisors South Jordan UT 06/2023 12/2023
Dentist Advisors South Jordan UT 01/2024 05/2024
Unemployed Gilbert AZ 05/2024 09/2024
Ameriflex Financial Services Tempe AZ 09/2024 Present
Unemployed Orem UT 04/2020 02/2021
Unemployed Orem UT 05/2023 06/2023
Sportsman's Warehouse Provo UT 05/2021 08/2021
Utah Valley University Orem UT 08/2019 12/2023
The Church Of Jesus Christ Of Latter-Day Saints Tampa FL 08/2017 08/2019
Gilbert High School Gilbert AZ 08/2014 05/2017
Osaic Tempe AZ 03/2025 06/2025
The Ameriflex Group Las Vegas NV 03/2025 Present
Cambridge Investment Research, Inc. Fairfield IA 05/2025 Present
Ameriflex Financial Services Tempe AZ 06/2025 Present
  • 02/2020 → 04/2020
    Roi Solutions
    American Fork, UT
  • 02/2021 → 11/2021
    Utah Valley University
    Orem, UT
  • 11/2021 → 12/2022
    Utah Valley University
    Orem, UT
  • 01/2023 → 05/2023
    The Norden Group
    Provo, UT
  • 06/2023 → 12/2023
    Dentist Advisors
    South Jordan, UT
  • 01/2024 → 05/2024
    Dentist Advisors
    South Jordan, UT
  • 05/2024 → 09/2024
    Unemployed
    Gilbert, AZ
  • 09/2024 → Present
    Ameriflex Financial Services
    Tempe, AZ
  • 04/2020 → 02/2021
    Unemployed
    Orem, UT
  • 05/2023 → 06/2023
    Unemployed
    Orem, UT
  • 05/2021 → 08/2021
    Sportsman's Warehouse
    Provo, UT
  • 08/2019 → 12/2023
    Utah Valley University
    Orem, UT
  • 08/2017 → 08/2019
    The Church Of Jesus Christ Of Latter-Day Saints
    Tampa, FL
  • 08/2014 → 05/2017
    Gilbert High School
    Gilbert, AZ
  • 03/2025 → 06/2025
    Osaic
    Tempe, AZ
  • 03/2025 → Present
    Las Vegas, NV
  • 05/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2025 → Present
    Ameriflex Financial Services
    Tempe, AZ
Other Businesses

1. THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 06/2025, IAR, NIR, 160 HR/MO - 100 HR/MO TRADING. 2. ZWEIFEL INVESTMENTS LLC, 2033 E Warner Rd, Suite 106, Tempe AZ 85284, United States, 06/2025, W2 EMPLOYEE, NIR, 160 HR/MO - 100 HR/MO TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-08
S65 Uniform Investment Adviser Law Examination 2025-02-20
  • S63 Uniform Securities Agent State Law Examination
    2025-05-08
  • S65 Uniform Investment Adviser Law Examination
    2025-02-20
Designations
Other Names
  • Jakob Nelson Wagner

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tempe, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor