Jill Sherman, financial advisor Lakewood Ranch FL

Jill Sherman

CRD Number: 2355295
Current Firm: The Ameriflex Group

Jill Sherman (CRD# 2355295) is an Investment Advisor Representative working at The Ameriflex Group in Lakewood Ranch, FL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Red Bank, NJ Sep 2023 - Current < 1
The Ameriflex Group Las Vegas, NV Sep 2022 - Current 1
Sagepoint Financial, Inc. Red Bank, NJ Sep 2022 - Current 1
Equitable Advisors, LLC New York, NY Feb 2003 - Sep 2022 19
Axa Advisors, LLC New York, NY Feb 2003 - Jun 2020 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Jill A. Sherman
Phone Number: (702) 987-9730
Registered State(s):
  • FL
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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