Jill
Sherman
The Ameriflex Group
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About this Advisor
Jill Sherman is a financial advisor working out of Red Bank, New Jersey who has 1 year of industry experience. Sherman works at The Ameriflex Group. Sherman has gained experience at Axa Advisors, LLC, Equitable Advisors, LLC, The Ameriflex Group and Sagepoint Financial, Inc. Sherman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. The Ameriflex Group is a registered investment company operating out of Las Vegas, NV. The firm has offices in 53 locations and a total of 85 advisors. It oversees $3 billion in assets under management among its 6,588 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 32 charities and foundations. Of its 6,588 customer accounts, 15% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which service is offered. However, fees billed by The Ameriflex Group likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$3,423,013,375
85
6,588
$519,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jill Sherman Work History
Jill has been registered as a financial advisor for 1 years.*
The Ameriflex Group
Sagepoint Financial, Inc
Axa Advisors, LLC
Equitable Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jill Sherman 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
Las Vegas, NV
Lone Tree, CO
Scottsdale, AZ
Torrance, CA
Las Vegas, NV
Huntington Beach, CA
Sterling, CO
Albuquerque, NM
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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