Jacob
Buehler
The Ameriflex Group
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About this Advisor
Jacob Buehler is a financial advisor based in Fredonia, New York, working with The Ameriflex Group. Jacob has previously held positions at Localedge, A Hearst Media Services Company, First Allied Securities, Inc, Cetera Advisors LLC, Osaic, and The Ameriflex Group. Jacob has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Jacob is part of The Ameriflex Group, which operates out of Fredonia, New York. 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
Jacob Buehler Work History
Osaic
The Ameriflex Group
Cetera Advisors LLC
First Allied Securities, Inc
Localedge, A Hearst Media Services Company
Disclosures
Please visit the SEC profile of Jacob Buehler 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
Scottsdale, AZ
Pittsford, NY
Fort Collins, CO
Auburn, WA
Lubbock, TX
Lubbock, TX
Jamestown, NY
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