Jonathan Taylor Beaton

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

• 11/2010 → 11/2016
  Rbp Chemical Technology
  Milwaukee, WI
• 11/2016 → 06/2018
  Key Investment Services, Llc
  Cleveland, OH
• 06/2018 → 12/2021
  Lpl Financial Llc
  Erie, PA
• 12/2021 → 06/2024
  Securities America Advisors
  Erie, PA
• 12/2021 → 06/2024
  Securities America, Inc.
  Erie, PA
• 06/2024 → 04/2026
  Osaic Wealth, Inc.
  Erie, PA
• 04/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2026 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2024-06-14 → 2026-04-29
  Osaic Wealth, Inc.
  Erie, PA
• 2021-12-08 → 2024-06-14
  Securities America Advisors, Inc.
  Erie, PA
• 2018-06-25 → 2021-12-22
  Lpl Financial Llc
  Erie, PA
  Union City, PA
  Wattsburg, PA
  Erie, PA
  North East, PA
  Erie, PA
  Erie, PA
  Erie, PA
  Erie, PA
  Erie, PA
• 2018-06-06 → 2018-06-26
  Key Investment Services Llc
  Erie, PA
  Cleveland, OH

Other Businesses

1. ESTATE SOLUTION PLANNERS, 8331 Edinboro Rd, Erie PA 16509, United States, 01/03/2000, Owner, Insurance/Benefits/Human Resources, IR, 160 HR/MO - 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-05
• S63 Uniform Securities Agent State Law Examination
  2017-03-27

Other Names

• Jonathan Taylor Beaton