Sherry Jo Taylor
Investment adviser representative at The Ameriflex Group
58 yearsExperience
2 statesRegistered in
$9.7BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
58 years in the industry.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex Group, Inc.Aug 2020 to now
- Various Insurance CarriersNov 2006 to now
- Newcastle Financial AdvisorsJan 2006 to now
- Sherry TaylorDec 1968 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.Aug 2020 to Sep 2023
- Cetera Advisor Networks LLCNov 2017 to Aug 2020
- Girard Securities Inc.Nov 2012 to Nov 2017
- Orange County Children's Therapeutic Arts CenterApr 2012 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5137779
- Firm CRD
- 305585