Jory Head is a registered investment advisor, based in Mesa, AZ, with 9 years of industry experience.
Location
Mesa, AZ
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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
Jory is a Compliance & Supervision Principal at The Ameriflex Group, Inc., dedicating nearly full-time hours to supervisory and compliance duties. Jory also holds an insurance producer license for selling insurance products, though this currently takes minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Triad Advisors, LLC
Triad Advisors LLCBroker
Securities America, INC.Broker
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.Broker
Sagepoint Financial, INC.
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
State Registrations2 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.