Livermore, CA Office

Jacob Reid is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Cambridge Investment Research, Securities America Advisors, and Capital Insight Partners. Reid is active in community and professional organizations, serving as a board member of an engineering corporation and volunteering with Rotary International and the Livermore-Pleasanton Elks Lodge. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary or non-discretionary manager relationships.

Stephen Chipman is a financial advisor at The AmeriFlex Group with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cambridge Investment Research, OSAIC, Securities America Advisors, and Fidelity Investments. Outside of advising, he serves as a managing partner of a real estate venture in Hampton, New Hampshire. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm employs multiple program platforms and custodial arrangements to implement tailored strategies, serving clients on both ongoing and project bases while also acting as co-advisor or manager-of-managers for recommended third-party money managers.