Jonathan R. Zweifel
THE AMERIFLEX GROUP
TEMPE, AZ 85284
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CRD#: 3205933
Professional summary
Jonathan Ray Zweifel, CFP®, who also goes by Jonathan R Zweifel, Jonathon Ray Zweifel, is a registered financial advisor currently at THE AMERIFLEX GROUP located in Tempe, Arizona and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Tempe, Arizona.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jonathan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52, Series 24, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan R Zweifel | Jonathon Ray Zweifel
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. 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
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Ray Zweifel'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: 2002
Experience
Current
May 26, 2021 - Present
THE AMERIFLEX GROUP
Office #1: 2033 E Warner Rd Suite 106, Tempe, AZ 85284RIA
CRD#: 305585
TEMPE, AZ
Current
June 27, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2033 E Warner Rd., Ste 106, Tempe, AZ 85284BD
CRD#: 39543
Tempe, AZ
Past
September 1, 2023 - July 9, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
TEMPE, AZ
Past
July 24, 2006 - January 5, 2023
OSAIC SERVICES, INC.
RIA
CRD#: 133763
Scottsdale, AZ
Past
July 24, 2006 - September 1, 2023
OSAIC SERVICES, INC.
BD
CRD#: 133763
Scottsdale, AZ
Past
December 18, 2003 - July 27, 2006
AMERIPRISE ADVISOR SERVICES, INC.
RIA
CRD#: 5979
MESA, AZ
Past
July 9, 1999 - July 27, 2006
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
MESA, AZ
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(6/27/2025)
IAR
Arizona(6/2/2021)
RR
Arizona(6/27/2025)
RR
California(6/27/2025)
RR
Colorado(6/27/2025)
RR
Connecticut(6/27/2025)
RR
Delaware(7/3/2025)
RR
Florida(6/27/2025)
RR
Georgia(6/27/2025)
RR
Hawaii(6/27/2025)
RR
Idaho(6/27/2025)
RR
Iowa(6/27/2025)
RR
Kansas(6/27/2025)
RR
Maryland(6/27/2025)
RR
Massachusetts(6/27/2025)
RR
Michigan(6/27/2025)
RR
Minnesota(7/11/2025)
RR
Mississippi(6/27/2025)
RR
Missouri(6/27/2025)
RR
Montana(7/25/2025)
RR
Nevada(6/27/2025)
RR
New Hampshire(6/27/2025)
RR
New Jersey(6/27/2025)
RR
New Mexico(6/27/2025)
RR
New York(6/27/2025)
RR
North Carolina(7/9/2025)
RR
Ohio(6/27/2025)
RR
Oregon(6/27/2025)
RR
Pennsylvania(6/27/2025)
RR
South Carolina(6/27/2025)
IAR
Texas(5/26/2021)
RR
Texas(6/27/2025)
RR
Utah(6/27/2025)
RR
Virginia(6/27/2025)
RR
Washington(6/27/2025)
RR
Wisconsin(6/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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.
