James Byron Underhill
Investment adviser representative at The Ameriflex Group
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$9.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex Group, Inc.Jul 2020 to now
- Underhill Financial Advisors, LLCDec 2000 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.Jul 2020 to Sep 2023
- Voya Financial AdvisorsSep 2014 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2848252
- Firm CRD
- 305585