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Jacob B

Series 66

Ocala, FL

The AmeriFlex Group

Jacob Bevilacqua is a financial advisor at The AmeriFlex Group with four years of industry experience. He holds a Series 66 designation and has a background that includes roles at Cambridge Investment Research, Inc., Commonwealth Financial Network, and multiple healthcare organizations. Outside of advising, he is involved in healthcare through ownership and employment at related entities. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management, financial planning, and retirement consulting services, delivering solutions through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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