Tucson, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$8,644,945,079
ClientsTotal clients
15,724
AdvisorsAdvisors at this office
2
Of 209 advisors across 107 offices
Location
3146 Swan Rd.
Tucson AZ 85712
Advisors at this office
2
Advisors at this office
James U
CFP®, Series 63, Series 65
Tucson, AZ
The AmeriFlex Group
James Underhill is a CFP® with 29 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has held roles at Cambridge Investment Research, VOYA Financial Advisors, and Sagepoint Financial, among others. He serves as a board member for the Gospel Rescue Mission in Tucson. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
Jordan U
CFP®, Series 66
Tucson, AZ
The AmeriFlex Group
Jordan Underhill is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Voya Financial Advisors. Outside of his advisory work, Underhill serves as a committee member of the Southern Arizona Estate Planning Council and volunteers with The Centurions in Tucson. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
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