Brandon James Bettis

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

• 11/2016 → 10/2018
  Edward Jones
  St Louis, MO
• 03/2006 → 12/2016
  United States Army
  Fort Myer, VA
• 10/2018 → 06/2021
  Principal Life Insurance Company
  Phoenix, AZ
• 10/2018 → 11/2023
  Principal Securities Inc
  Phoenix, AZ
• 11/2023 → 06/2025
  Osaic
  Scottsdale, AZ
• 11/2023 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → Present
  Epic Holistic Partners
  Scottsdale, AZ

Previous Registrations

• 2018-11-08 → 2023-11-08
  Principal Securities, Inc.
  Phoenix, AZ
• 2017-09-26 → 2018-10-23
  Edward Jones
  Peoria, AZ
  Burke, VA
  St Louis, MO
  Peoria, AZ

Other Businesses

1. UNITED STATES ARMY RESERVES, 8224 W Joedad Terrace, Peoria, AZ 85382 AZ 85382, United States, 12/2016, W2 EMPLOYEE, OFFICER, NIR, 16 HR/MO - 0 HR/MO TRADING. 2. BJBETTIS LLC, 8224 W Joedad Terrace, Peoria, AZ 85382 AZ 85382, United States, 01/2022, OWNER, CONSULTING, NIR, 80 HR/MO - 80 HR/MO TRADING. 3. BETTIS ENTERPRISES LLC, 8224 W Joedad Terrace, Peoria, AZ 85382 AZ 85382, United States, 02/2025, OWNER, PARTNER, NIR, 1 HR/MO - 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-20

Other Names

• Brandon James Bettis
• Brandon Bettis