JW
Jakob Wagner
THE AMERIFLEX GROUP
Tempe, AZ 85284
Some features on this profile are disabled
CRD#: 7683075
JW
Jakob WagnerTHE AMERIFLEX GROUP
Professional summary
Jakob Wagner, who also goes by Jakob Nelson Wagner, is a registered financial advisor currently at THE AMERIFLEX GROUP located in Tempe, Arizona and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Tempe, Arizona.
Jakob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Jakob has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Aliases
Jakob Nelson Wagner
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. THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 06/2025, IAR, NIR, 160 HR/MO - 100 HR/MO TRADING. 2. ZWEIFEL INVESTMENTS LLC, 2033 E Warner Rd, Suite 106, Tempe AZ 85284, United States, 06/2025, W2 EMPLOYEE, NIR, 160 HR/MO - 100 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Jakob Wagner'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
April 9, 2025 - 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
April 15, 2025 - July 9, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
TEMPE, 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 | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE INCOMOLOGISTS | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILLS WEALTH PLANNING | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RKC FINANCIAL | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH MANAGEMENT | PLANNING RESOURCES, INC. | PILKINGTON FINANCIAL GROUP, LLC | PERFECTED WEALTH MANAGEMENT | PELLER WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PAJAK FINANCIAL SERVICES | OSWEGO WEALTH MANAGEMENT | ONE VISION FINANCIAL | NOW FINANCIAL | NEXT LEVEL ADVISOR | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LONGBOAT KEY WEALTH MANAGEMENT | LEIGH WEALTH MANAGEMENT GROUP, LLC | KNOX GROVE FINANCIAL LLC | KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | HERITAGE LINE WEALTH MANAGEMENT | HARRIS MATHIAS WEALTH MANAGEMENT | GOING FINANCIAL | GENESIS WEALTH PARTNERS | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ESTATE SOLUTION PLANNERS INC. | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | CONVERGE WEALTH PARTNERS | COLORADO FINANCIAL PLANNING GROUP, INC. | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | CAPITAL WEALTH PLANNERS, LLC | CAPITAL INSIGHT FINANCIAL GROUP | CAGGIANO WEALTH PARTNERS | BRIDGES WEALTH MANAGEMENT | BLUE RIDGE WEALTH MANAGEMENT | BLUE HILLS WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNERS | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BARBER FINANCIAL CO., INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ARKTOS WEALTH MANAGEMENT | ANTHONY BARRESE ASSET MANAGEMENT | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMERIFLEX FINANCIAL | 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
IAR
Arizona(4/9/2025)
RR
Arizona(6/27/2025)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Passed: 4/15/2025
General Securities Representative ExaminationGeneral 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 | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE INCOMOLOGISTS | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILLS WEALTH PLANNING | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RKC FINANCIAL | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH MANAGEMENT | PLANNING RESOURCES, INC. | PILKINGTON FINANCIAL GROUP, LLC | PERFECTED WEALTH MANAGEMENT | PELLER WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PAJAK FINANCIAL SERVICES | OSWEGO WEALTH MANAGEMENT | ONE VISION FINANCIAL | NOW FINANCIAL | NEXT LEVEL ADVISOR | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LONGBOAT KEY WEALTH MANAGEMENT | LEIGH WEALTH MANAGEMENT GROUP, LLC | KNOX GROVE FINANCIAL LLC | KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | HERITAGE LINE WEALTH MANAGEMENT | HARRIS MATHIAS WEALTH MANAGEMENT | GOING FINANCIAL | GENESIS WEALTH PARTNERS | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ESTATE SOLUTION PLANNERS INC. | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | CONVERGE WEALTH PARTNERS | COLORADO FINANCIAL PLANNING GROUP, INC. | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | CAPITAL WEALTH PLANNERS, LLC | CAPITAL INSIGHT FINANCIAL GROUP | CAGGIANO WEALTH PARTNERS | BRIDGES WEALTH MANAGEMENT | BLUE RIDGE WEALTH MANAGEMENT | BLUE HILLS WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNERS | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BARBER FINANCIAL CO., INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ARKTOS WEALTH MANAGEMENT | ANTHONY BARRESE ASSET MANAGEMENT | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMERIFLEX FINANCIAL | AMENITY WEALTH
CRD#: 305585 / SEC#: 801-117784
RIA
Registered Investment Advisory firm - (12/13/2019 Approved)Loading...
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
201
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,843 |
| AUM (Assets Under Management) | $ 9,658,302,770 |
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.
