Jill Andrea Sherman
Investment Adviser Representative at THE Ameriflex Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jill Andrea Sherman is an investment adviser representative with The Ameriflex Group in Lakewood Ranch, FL, where they have been registered since 2022. They have worked in the securities industry since 1995 and were previously registered with Equitable Advisors, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida and New Jersey.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, New Jersey
- Broker:
15 states and territories
California, Colorado, Connecticut, Delaware, Florida, Kentucky, Maryland, Missouri, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AXA Advisors, LLCFeb 2003 – Jun 2020New York, NY
- Equitable Advisors, LLCFeb 2003 – Sep 2022New York, NY
- SagePoint Financial, Inc.Sep 2022 – Sep 2023Red Bank, NJ
- The Ameriflex GroupSep 2022 – no end date reportedLas Vegas, NV
- Osaic Wealth, Inc.Sep 2023 – Jun 2025Red Bank, NJ
- Cambridge Investment Research, Inc.Jun 2025 – no end date reportedFairfield, IA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Ameriflex Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Transitional wealth planning
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 193
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Las Vegas, NV
- SEC file number:
- 801-117784
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 11, 2026
View full firm profileOther advisors at THE Ameriflex Group
Showing 12 of 193 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jill Andrea Sherman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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