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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

Jonathan Taylor Beaton

Advisor at THE AMERIFLEX GROUP

Erie, PA

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Search this name across graphsid dfx:ria:7db65e86-cd52-0fe4-3574-5e7d1def5ac8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE AMERIFLEX GROUP
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Mar 27, 2017
First registration: Jun 6, 2018
Dual registered: yes, broker-dealer
Other names: Jonathan Taylor Beaton
IAPD individual key: 6753210

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE AMERIFLEX GROUP	Bd affiliated wealth	Apr 27, 2026	n/a	yes	Erie, PA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 14, 2024	Apr 29, 2026	no	ERIE, PA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Dec 8, 2021	Jun 14, 2024	no	ERIE, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 25, 2018	Dec 22, 2021	no	ERIE, PA\|UNION CITY, PA\|WATTSBURG, PA\|ERIE, PA\|NORTH EAST, PA\|ERIE, PA\|ERIE, PA\|ERIE, PA\|ERIE, PA\|ERIE, PA	Previous registration
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Jun 6, 2018	Jun 26, 2018	no	ERIE, PA\|Cleveland, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	THE AMERIFLEX GROUP	Apr 29, 2026	Apr 27, 2026	-2	Firm change	Ibd to ibd
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
LPL FINANCIAL LLC	SECURITIES AMERICA ADVISORS, INC.	Dec 22, 2021	Dec 8, 2021	-14	Firm change	Ibd to ibd
KEY INVESTMENT SERVICES LLC	LPL FINANCIAL LLC	Jun 26, 2018	Jun 25, 2018	-1	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
23131:305585:PA:2026-04-21	Apr 29, 2026	Apr 27, 2026	ERIE, PA	Firm change

Relationships

Registered with (5)

→ THE AMERIFLEX GROUPRegistered adviserregistration: current employment
Apr 27, 2026 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 14, 2024 to Apr 29, 2026factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Dec 8, 2021 to Jun 14, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 25, 2018 to Dec 22, 2021factForm ADV
→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Jun 6, 2018 to Jun 26, 2018factForm ADV

Dated events

Occurred
Apr 29, 2026
Advisor changed firm
Jonathan Taylor Beaton left Osaic Wealth, Inc. for The Ameriflex Group (registered 2026-04-27)
Form ADVobserved 6 days ago