JR
Jacob J. Reid
THE AMERIFLEX GROUP
Livermore, CA 94551
Some features on this profile are disabled
CRD#: 3145574
JR
Professional summary
Jacob J Reid is a registered financial advisor currently at THE AMERIFLEX GROUP located in Livermore, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Livermore, California.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jacob has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. HIGHLAND CAPITAL BROKERAGE, 3535 Grandview Parkway, Ste 600, Birmingham CA 35243, United States, 01/01/2022, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 0 HR/MO TRADING 2. ROTARY INTERNATIONAL - LIVERMORE, P.O. Box 694, Livermore CA 94551, United States, 04/01/2018, Member, Volunteer, NIR, 2 HR/MO - 0 HR/MO TRADING 3. JHCE, 1693 Polk Street, Ste#208, San Francisco CA 94109, United States, 06/01/2024, Board Member, Engineering Corporation, NIR, 1 HR/MO - 0 HR/MO TRADING 4. TRI-VALLEY ESTATE PLANNING COUNCIL, P.O. Box 948, Clayton CA 94517, United States, 06/01/2013, Member, Networking, NIR, 1 HR/MO - 0 HR/MO TRADING 5. LIVERMORE-PLEASANTON ELKS #2117, 940 Larkspur Drive, Livermore CA 94551, United States, 04/01/2010, Committee Member, Volunteer, NIR, 1 HR/MO - 0 HR/MO TRADING 6. CAPITAL INSIGHT FINANCIAL GROUP, 2021 Las Positas Ct, Ste#165, Livermore CA 94551, United States, 06/01/2015, Owner, DBA Name, NIR, 160 HR/MO - 140 HR/MO TRADING 7. THE AMERIFLEX GROUP - RIA, 8475 W. Sunset Road, Ste#101, Las Vegas NV 89113, United States, 09/26/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 140 HR/MO - 140 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Jacob J Reid'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®
NoneExperience
Current
September 26, 2025 - Present
THE AMERIFLEX GROUP
Office #1: 2021 Las Positas Ct. Suite 165, Livermore, CA 94551Office #2: 750 Menio Ave. Suite 200, Menlo Park, CA 94025RIA
CRD#: 305585
Livermore, CA
Current
September 26, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2021 Las Positas Ct., Ste. 165, Livermore, CA 94551Office #2: 750 Menlo Ave. Ste. 200, Menlo Park, CA 94025BD
CRD#: 39543
Livermore, CA
Past
June 14, 2024 - October 1, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
MENLO PARK, CA
Past
June 14, 2024 - October 1, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
MENLO PARK, CA
Past
December 12, 2016 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LIVERMORE, CA
Past
December 8, 2016 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LIVERMORE, CA
Past
January 2, 2014 - December 13, 2016
CAPITAL INSIGHT PARTNERS, LLC
RIA
CRD#: 147165
LIVERMORE, CA
Past
July 8, 2011 - December 13, 2016
FOOTHILL SECURITIES, INC.
RIA
CRD#: 1027
LIVERMORE, CA
Past
March 12, 2010 - December 8, 2016
FOOTHILL SECURITIES, INC.
BD
CRD#: 1027
LIVERMORE, CA
Past
August 17, 2009 - February 1, 2010
STONEX SECURITIES INC.
BD
CRD#: 18456
LIVERMORE, CA
Past
April 10, 2002 - August 17, 2009
EMMETT A LARKIN COMPANY, INC.
BD
CRD#: 6625
LIVERMORE, CA
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
Alaska(9/26/2025)
RR
Arizona(9/26/2025)
RR
Arkansas(9/26/2025)
RR
California(9/26/2025)
IAR
California(9/26/2025)
RR
Colorado(9/26/2025)
RR
Connecticut(9/26/2025)
RR
Florida(9/26/2025)
RR
Georgia(9/26/2025)
RR
Hawaii(9/26/2025)
RR
Idaho(9/26/2025)
RR
Illinois(9/26/2025)
RR
Kansas(9/26/2025)
RR
Maryland(9/26/2025)
RR
Massachusetts(9/26/2025)
RR
Michigan(9/26/2025)
RR
Nevada(9/26/2025)
RR
New Jersey(9/26/2025)
RR
New York(9/26/2025)
RR
North Carolina(10/3/2025)
RR
Ohio(9/26/2025)
RR
Oklahoma(9/26/2025)
RR
Oregon(9/26/2025)
RR
South Carolina(9/26/2025)
RR
Tennessee(9/26/2025)
RR
Texas(9/26/2025)
IAR
Texas(9/26/2025)
RR
Utah(9/26/2025)
RR
Vermont(9/26/2025)
RR
Virginia(9/26/2025)
RR
Washington(9/26/2025)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (12/13/2019 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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#: 305585Livermore, CA 94551TRUST BUT VERIFY
Monitor Jacob Reid
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
