JZ
CFP
JZ
CFP
Jonathan Zweifel is a CFP-designated registered investment advisor, based in Tempe, AZ, with 26 years of industry experience.
Location
2033 E Warner Rd, Suite 106, Tempe, AZ, 85284
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2020Denied
Other Business ActivitiesSells Insurance
Jonathan teaches retirement classes at multiple community colleges and manages several LLCs related to property management. He also manages office expenses and salaries for Zeifel Investments LLC DBA Ameriflex Financial Services and is a licensed insurance agent through Ameriflex Financial Services, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 1 yr 3 mos
The Ameriflex Group
May 2021 - Present · 5 yrs 4 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
July 2006 - September 2023 · 17 yrs 2 mos
Sagepoint Financial, INC.
July 2006 - January 2023 · 16 yrs 6 mos
H&r Block Financial Advisors, INC.
December 2003 - July 2006 · 2 yrs 7 mos
H&r Block Financial Advisors, INC.Broker
July 1999 - July 2006 · 7 yrs
State Registrations34 states
AKAZCACOCTDEFLGAHIIAIDKSMAMDMIMNMOMSMTNCNHNJNMNVNYOHORPASCTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.