Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

The Ameriflex Group financial advisors in Jefferson City, MO

Every SEC-registered investment adviser representative at a The Ameriflex Group office in Jefferson City, A to Z.

The short answer

1 registered advisors work at The Ameriflex Group in Jefferson City, out of 186 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

The Ameriflex Group advisors in Jefferson City, A to Z

Every The Ameriflex Group advisor →

The Ameriflex Group advisors in every city and state →The Ameriflex Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

The Ameriflex Group advisors in other cities

Las Vegas, NV 47Englewood, CO 12Denver, CO 6Tempe, AZ 6Pittsford, NY 5Reno, NV 5Santa Barbara, CA 5Albuquerque, NM 4Fullerton, CA 4Metairie, LA 4Phoenix, AZ 4Carmel, IN 3Columbus, OH 3Lubbock, TX 3Pennington, NJ 3

Other firms in Jefferson City

All Jefferson City advisors →

LPL Financial LLC 16Edward Jones 15Wells Fargo Advisors Financial Network, LLC 14Smith, Moore & Co. 4Creativeone Securities, LLC 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does The Ameriflex Group have in Jefferson City?

1 investment adviser representatives are registered at The Ameriflex Group offices in Jefferson City, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 186 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is The Ameriflex Group one of the largest advisor employers in Jefferson City?

The Ameriflex Group ranks number 7 in Jefferson City by registered advisors; LPL Financial LLC has the most, with 16.

How do I check a The Ameriflex Group advisor in Jefferson City?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Ameriflex Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.