Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Bleier is an investment advisor representative with The Ameriflex Group. John has been in the industry since 1992. John offers financial planning, pension consulting and educational seminars. John is registered with the Securities and Exchange Commission (SEC) and FINRA. John is also registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Louisiana, Maine, Maryland, Massachusetts, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington. The Ameriflex Group is an investment advisor that provides a range of financial services to individuals, businesses, and institutions. The firm has over $6 billion in assets under management. John is also the owner and operator of JRB Financial, an LLC that provides financial advice. The Ameriflex Group and JRB Financial provide services to various types of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations, pension plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
12/01/2023 - Present
THE Ameriflex Group (Pittsford NY)
NY
11/04/2016 - 12/12/2023
COMMONWEALTH FINANCIAL NETWORK (PITTSFORD NY)
NY
11/16/2007 - 11/10/2016
HORNOR, TOWNSEND & KENT, INC. (PITTSFORD NY)
NY
01/15/1997 - 11/19/2007
1717 CAPITAL MANAGEMENT COMPANY (PITTSFORD NY)
DE
04/02/1992 - 01/01/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 03/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Bleier is the right advisor for you? Invested Better is here to help.
