Jacob Reid
Jacob Reid is a registered investment advisor at The Ameriflex Group, based in Livermore, CA, with 23 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 16,688 clients with $9.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AmeriFlex offers investment management through various platforms, including Cambridge Managed Account Platform (CMAP) and WealthPort wrap programs. Fees are negotiated by each advisor and are based on a percentage of the market value of assets in the account. Fees are charged monthly or quarterly, in advance or in arrears. Clients may also be responsible for platform fees and internal fund expenses. The fees are negotiable.
Location
2021 Las Positas Ct., Suite 165, Livermore, CA, 94551
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob is an investment advisor representative and is involved with Rotary International, Tri-Valley Estate Planning Council, and Livermore-Pleasanton Elks Lodge. He also works with Highland Capital Brokerage selling life insurance and annuity products, dedicating a few hours per week.
Employment History
Current Registrations
The Ameriflex Group
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Capital Insight Partners, LLC
Foothill Securities, INC.
Foothill Securities, INC.Broker
Sterne Agee Financial Services, INC.Broker
Emmett a Larkin Company, INC.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.