Joshua Matthew Mathias
Investment adviser representative at The Ameriflex Group
25 yearsExperience
1 stateRegistered in
$9.7BFirm assets
6 yearsFirm in business
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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
25 years in the industry.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex GroupApr 2023 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- AmeriflexApr 2023 to Jun 2025
- Sagepoint Financial, Inc.Apr 2023 to Sep 2023
- Principal Financial GroupOct 2001 to Apr 2023
- Princor Financial ServicesOct 2001 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 4468089
- Firm CRD
- 305585