Jeffrey
Brooks
The Ameriflex Group
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About this Advisor
Jeffrey Brooks is a financial advisor based in Phoenix, Arizona, working with The Ameriflex Group. Jeffrey has previously held positions at Hd Vest Insurance Agency, Sagepoint Financial, Inc, The Ameriflex Group, Inc, Osaic Wealth, Inc, Jbrooks Wealth Advisors Pc, H.D. Vest Investment Services, and H.D. Vest Advisory Services. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in Arizona. Currently, Jeffrey is part of The Ameriflex Group, which operates out of Phoenix, Arizona. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Brooks Work History
Osaic Wealth, Inc
The Ameriflex Group, Inc
Jbrooks Wealth Advisors Pc
Sagepoint Financial, Inc
Hd Vest Insurance Agency
H.D. Vest Advisory Services
H.D. Vest Investment Services
Disclosures
Please visit the SEC profile of Jeffrey Brooks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Ameriflex Group
Scottsdale, AZ
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Lubbock, TX
Fort Collins, CO
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Buffalo, NY
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