James Leonard Burgett
Investment adviser representative at The Ameriflex Group
38 yearsExperience
1 stateRegistered 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
38 years in the industry.
- Harris Mathias Wealth ManagementJul 2026 to now
- Cambridge Investment Research, Inc.Oct 2025 to now
- The Ameriflex GroupNov 2022 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.Nov 2022 to Sep 2023
- Principal Securities IncJul 2020 to Nov 2022
- Scott HarrisJan 2020 to Jul 2026
- RetiredMay 2019 to Dec 2019
- City of PhoenixJan 1988 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7227501
- Firm CRD
- 305585