DJ
Daniel P. Jeffery
THE AMERIFLEX GROUP
Syracuse, NY 13206
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CRD#: 2147310
DJ
Professional summary
Daniel Peter Jeffery, CFP®, who also goes by Daniel P Jeffery, Daniel P Jeffrey, is a registered financial advisor currently at THE AMERIFLEX GROUP located in Syracuse, New York and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Syracuse, New York.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Daniel has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel P Jeffery | Daniel P Jeffrey
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. FIRM INSURANCE AGENCY, 5900 North Burdick St, suite 200, East Syracuse NY 13057, United States, 03/01/2018, Owner, Owner/Partner of a Business Entity, NIR, 1 HR/MO - 1 HR/MO Trading 2. LABRADOR MOUNTAIN SKI PATROL, 7668 Stonehedge Lane, Manlius NY 13104, United States, 10/01/2022, Treasurer, Volunteer, NIR, 1 HR/MO - 1 HR/MO Trading 3. CAVALRY CLUB, 8401 Troop K Road, Manlius NY 13104, United States, 04/01/2011, Board Member, Volunteer, NIR, 3 HR/MO - 1 HR/MO Trading 4. LIMESTONE PLANNING GROUP, INC, 5900 North Burdick Street, Suite 200, East Syracuse NY 13057, United States, 01/01/2009, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 4 HR/MO Trading 5. CONVERGE WEALTH PARTNERS, 5900 North Burdick Street, East Syracuse NY 13057, United States, 08/15/2025, Investment Advisor Representative, DBA Name, INV REL, 170 HR/MO - 100 HR/MO Trading 6. THE AMERIFLEX GROUP, 8475 W Sunset Road, Las Vegas NV 89113, United States, 11/03/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO - 100 HR/MO Trading 7. FIRM INSURANCE AGENCY LLC, 7668 Stonehedge Lane, Manlius NY 13104, United States, 06/04/2024, Owner, Real Estate, NIR, 5 HR/MO - 0 HR/MO Trading
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Peter Jeffery's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
November 3, 2025 - Present
THE AMERIFLEX GROUP
Office #1: 6564 Ridings Road, Syracuse, NY 13206RIA
CRD#: 305585
Syracuse, NY
Current
November 3, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 6564 Ridings Road, Suite A, Syracuse, NY 13206BD
CRD#: 39543
Syracuse, NY
Past
June 29, 2021 - November 3, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
SYRACUSE, NY
Past
October 31, 2019 - November 3, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
SYRACUSE, NY
Past
June 15, 2006 - November 5, 2019
OSAIC FA, INC.
BD
CRD#: 3978
SYRACUSE, NY
Past
September 10, 2004 - June 21, 2006
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Past
September 18, 2001 - November 16, 2004
IBN FINANCIAL SERVICES, INC.
BD
CRD#: 42360
LIVERPOOL, NY
Past
January 1, 1999 - July 10, 2001
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
July 11, 1996 - December 31, 1996
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
SYRACUSE, NY
Past
June 6, 1991 - September 20, 1994
IFMG SECURITIES, INC.
BD
CRD#: 14416
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
THE AMERIFLEX GROUP
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | TRAILHEAD FINANCIAL GROUP | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILL WEALTH PLANNING | SCOTT HARRIS FINANCIAL GROUP | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH | PLANNING RESOURCES, INC. | PINNACLE FINANCIAL ADVISORS | PILKINGTON FINANCIAL GROUP | PERFECTED WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PATHWAY FINANCIAL SERVICES, INC. | PAJAK FINANCIAL SERVICES | ONE VISION FINANCIAL | NOW FINANCIAL | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS, LLP | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LEIGH WEALTH MANAGEMENT GROUP | KNOX GROVE FINANCIAL LLC | KAUTZ/BUCKLEY | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | GREAT FUTURES | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | DJH FINANCIAL SERVICES | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | BRUCO INVESTMENT GROUP | BRIDGES WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNER | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMENITY WEALTH
CRD#: 305585 / SEC#: 801-117784
RIA
Registered Investment Advisory firm - (12/13/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(11/3/2025)
RR
Georgia(11/3/2025)
RR
Massachusetts(11/3/2025)
RR
New York(11/3/2025)
IAR
New York(11/3/2025)
RR
North Carolina(11/4/2025)
RR
Virginia(11/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
THE AMERIFLEX GROUP
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | TRAILHEAD FINANCIAL GROUP | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILL WEALTH PLANNING | SCOTT HARRIS FINANCIAL GROUP | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH | PLANNING RESOURCES, INC. | PINNACLE FINANCIAL ADVISORS | PILKINGTON FINANCIAL GROUP | PERFECTED WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PATHWAY FINANCIAL SERVICES, INC. | PAJAK FINANCIAL SERVICES | ONE VISION FINANCIAL | NOW FINANCIAL | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS, LLP | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LEIGH WEALTH MANAGEMENT GROUP | KNOX GROVE FINANCIAL LLC | KAUTZ/BUCKLEY | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | GREAT FUTURES | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | DJH FINANCIAL SERVICES | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | BRUCO INVESTMENT GROUP | BRIDGES WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNER | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMENITY WEALTH
CRD#: 305585 / SEC#: 801-117784
RIA
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Contact information
Main Address
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113
Mailing Address
Phone number
(702) 987-9730
Established
Firm type
Fiscal year end
# of Employees
166
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 34,131 |
| AUM (Assets Under Management) | $ 9,355,813,271 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE AMERIFLEX GROUP
CRD#: 305585Syracuse, NY 13206TRUST BUT VERIFY
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