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Jonathan Whitmore

The Ameriflex Group

Fullerton, CA

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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-18
  • CA RA
    APPROVED
    Since 2025-07-18

Branch Locations

2244 N. State College Blvd., Fullerton, CA 92831 • 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
Perfected Wealth Management Fullerton CA 02/2023 Present
Athletes In Action Fullerton CA 10/2017 12/2022
Campus Crusade For Christ (Cru) Fullerton CA 07/2008 09/2017
Sagepoint Financial, Inc. Fullerton CA 03/2023 09/2023
Osaic Wealth, Inc. Fullerton CA 09/2023 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 02/2023 → Present
    Perfected Wealth Management
    Fullerton, CA
  • 10/2017 → 12/2022
    Athletes In Action
    Fullerton, CA
  • 07/2008 → 09/2017
    Campus Crusade For Christ (Cru)
    Fullerton, CA
  • 03/2023 → 09/2023
    Sagepoint Financial, Inc.
    Fullerton, CA
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Fullerton, CA
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
  • 2023-09-01 → 2025-07-09
    Osaic Wealth, Inc.
    Fullerton, CA
  • 2023-05-05 → 2023-09-01
    Osaic Services, Inc.
    Fullerton, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-04
  • S66 Uniform Combined State Law Examination
    2023-05-04
Designations

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
WILSON FINANCIAL ADVISORS, LLC
FIRST COMMAND ADVISORY SERVICES
SECURA FINANCIAL
COMMONWEALTH FINANCIAL NETWORK
PARK AVENUE SECURITIES LLC

Other Investors

Lisa Jung Hwa An
Kevin Lin
Hongjian Zeng
Mirzayit Mirzijon
JOO YONG PARK
LAI YEN JUNG
NELSON ALBERT ESCALANTE
CHRISTIAN ELIA

Other Offices

LPL ENTERPRISE, LLC · ORANGE, CA
LPL FINANCIAL LLC · GARDEN GROVE, CA
OSAIC INSTITUTIONS, INC. · Garden Grove, CA
WILSON FINANCIAL ADVISORS, LLC · GARDEN GROVE, CA
FIRST COMMAND ADVISORY SERVICES · Garden Grove, CA
SECURA FINANCIAL · ORANGE, CA
COMMONWEALTH FINANCIAL NETWORK · Orange, CA
PARK AVENUE SECURITIES LLC · ORANGE, CA

More in Fullerton, CA

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