Linda
Jackson

The Ameriflex Group

CRD#1606874
Investment Advisor
in Bandon, OR

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About this Advisor

Linda Jackson is a financial advisor based in Bandon, Oregon, working with The Ameriflex Group. Linda has previously held positions at Ing Financial Partners, Inc, Bridges Wealth Management, Voya Financial Advisors, Sagepoint Financial, Inc, The Ameriflex Group, Inc, and Osaic Wealth, Inc. Linda has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Linda is part of The Ameriflex Group, which operates out of Bandon, Oregon. 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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Bandon, OR

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

OR Average: $664,206,839
Total Number of Employees

149

OR Average: 10
Total Number of Accounts

16,327

OR Average: 1,698
Average Account Size

$399,485

OR Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Linda Jackson Work History

2023 - Present (1 year)

Osaic Wealth, Inc

2021 - Present (3 years)

The Ameriflex Group, Inc

2013 - Present (11 years)

Bridges Wealth Management

2021 - 2023 (2 years)

Sagepoint Financial, Inc

2014 - 2021 (7 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

Disclosures

Please visit the SEC profile of Linda Jackson 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

Christine Lane
Pittsford, NY
Donald Buckley
Buffalo, NY
Wade Cross
Lubbock, TX
Roger Olson
Fort Collins, CO
Dean Dowson
Denver, CO
Winston Waring
Scottsdale, AZ
Shellissa Cassoday
Bandon, OR
Andre Ramirez
Torrance, CA

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