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Jonathan Ray Zweifel

The Ameriflex Group

Tempe, AZ

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Current Employers
The Ameriflex Group

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-06-02
TX RA APPROVED_RES 2021-05-26
  • AZ RA
    APPROVED
    Since 2021-06-02
  • TX RA
    APPROVED_RES
    Since 2021-05-26

Branch Locations

2033 E Warner Rd Suite 106, Tempe, AZ 85284 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mesa Community College Mesa AZ 01/2005 Present
Sagepoint Financial, Inc. Phoenix AZ 01/2009 09/2023
The Ameriflex Group, Inc. Scottsdale AZ 05/2021 Present
Osaic Wealth, Inc. Scottsdale AZ 09/2023 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 01/2005 → Present
    Mesa Community College
    Mesa, AZ
  • 01/2009 → 09/2023
    Sagepoint Financial, Inc.
    Phoenix, AZ
  • 05/2021 → Present
    The Ameriflex Group, Inc.
    Scottsdale, AZ
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Scottsdale, AZ
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
  • 2006-07-24 → 2023-01-05
    Osaic Services, Inc.
    Scottsdale, AZ
    Phoenix, AZ
    Scottsdale, AZ
  • 2003-12-18 → 2006-07-27
    Ameriprise Advisor Services, Inc.
    Mesa, AZ
    Mesa, AZ
Other Businesses

1. COLLEGE NON-CREDIT INSTRUCTOR, 2124 N 90th Pl, Chandler AZ 85224, United States, 09/01/2004, College Instructor, Author/Educator/Podcast/Speaker, NIR, 2 HR/MO - 0 HR/MO TRADING 2. AMERIFLEX FINANCIAL SERVICES, 2033 E Warner RD, STE 106, Tempe AZ 85284, United States, 07/24/2006, Fixed Insurance, Insurance/Benefits/Human Resources, NIR, 40 HR/MO - 10 HR/MO TRADING 3. THE AMERIFLEX GROUP, 8475 W Sunset Rd, Las Vegas NV 89113, United States, 01/01/2021, IAR, RIA Affiliation - other than CIRA, NIR, 170 HR/MO - 100 HR/MO TRADING 4. TURKEY HILL II LLC, 2124 N 90th Pl, Chandler AZ 85224, United States, 06/08/2009, Owner, Real Estate, NIR, 1HR/MO - 0 HR/MO TRADING 5. TURKEY HILL III LLC, 2124 N 90th Pl, Chandler AZ 85224, United States, 03/31/2021, Owner, Real Estate, NIR, 3HR/MO - 0 HR/MO TRADING 6. TURKEY HILL IV LLC, 2124 N 90th Pl, Chandler AZ 85224, United States, 03/31/2021, Owner, Real Estate, NIR, 3HR/MO - 0 HR/MO TRADING 7. TURKEY HILL LLC, 2124 N 90th Pl, Chandler AZ 85224, United States, 06/08/2009, Owner, Real Estate, NIR, 1HR/MO - 0 HR/MO TRADING 8. TURKEY HILL V LLC, 2124 N 90th Pl, Chandler AZ 85224, United States, 05/01/2024, Owner, Real Estate, NIR, 1HR/MO - 0 HR/MO TRADING 9. TURKEY HILL VI LLC, 2124 N 90th Pl, Chandler AZ 85224, United States, 05/01/2024, Owner, Real Estate, NIR, 1HR/MO - 0 HR/MO TRADING 10. VMZ CAPTIAL LLC, 2124 N 90th Pl, Chandler AZ 85224, United States, 06/14/2024, Owner, Real Estate, NIR, 2HR/MO - 0 HR/MO TRADING 11. JONATHAN ZWEIFEL, 2124 N 90th Pl, Chandler AZ 85224, United States, 05/15/2019, Successor Trustee, Administrative, NIR, 0 HR/MO - 0 HR/MO TRADING 12. ZWEIFEL INVESTMENTS LLC, 2124 N 90th Pl, Chandler AZ 85224, United States, 06/27/2025, Owner, Administrative, NIR, 2 HR/MO - 0 HR/MO TRADING 13. PRICE WARNER COMMERCE CENTER HOA, 2033 E Warner Rd, Ste 107, Tempe AZ 85284, United States, 01/01/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 0 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-13
S63 Uniform Securities Agent State Law Examination 1999-07-14
  • S65 Uniform Investment Adviser Law Examination
    2001-02-13
  • S63 Uniform Securities Agent State Law Examination
    1999-07-14
Designations
Other Names
  • Jonathan R Zweifel
  • Jonathon Ray Zweifel

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