Jonathan Ray Zweifel

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2001-02-13
• S63 Uniform Securities Agent State Law Examination
  1999-07-14

Designations

• Certified Financial Planner

Other Names

• Jonathan R Zweifel
• Jonathon Ray Zweifel