Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Zweifel is a financial advisor with over 23 years of experience in the industry. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and has earned a Series 63, Series 65, Series 7, Series 9, Series 10, Series 24, and Series 52 licenses. Jonathan specializes in providing financial planning, wealth management, and investment advisory services to individual investors, families, trusts, and retirement plans. Jonathan is currently registered with THE Ameriflex Group, a firm with over 148 licensed agents and 149 investment advisor representatives. THE Ameriflex Group specializes in providing financial planning and investment advisory services to individuals and families. Jonathan has previously worked with H&R Block Financial Advisors, Inc., and SAGEPOINT FINANCIAL, INC.
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.
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2
AZ
05/26/2021 - Present
THE Ameriflex Group (Scottsdale AZ)
AZ
07/24/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Scottsdale AZ)
AZ
07/09/1999 - 07/27/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (MESA AZ)
IA
Issued 02/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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