James Brubaker, financial advisor Centennial CO

James Brubaker

CRD Number: 818373
Current Firm: The Ameriflex Group

James Brubaker (CRD# 818373) is an Investment Advisor Representative working at The Ameriflex Group in Centennial, CO and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Osaic Centennial, CO Jan 2024 - Current < 1
The Ameriflex Group Las Vegas, NV Jan 2024 - Current < 1
Ersi Exit & Retirement Strategies Inc. Denver, CO Jan 2003 - Current 21
Kestra Advisory Services, LLC Centennial, CO Apr 2016 - Jan 2024 7
Kestra Investment Services, LLC Centennial, CO Jan 2005 - Jan 2024 19
Nfp Securities, Inc. Austin, TX Jan 2005 - Apr 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for James R. Brubaker
Phone Number: (702) 987-9730
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    3,423
    MILLIONS
  • Total Number of Accounts
    6,588
    ACCOUNTS
  • Average Account Value
    $519,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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