Jonathan Whitmore
Investment adviser representative at The Ameriflex Group
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- The Ameriflex GroupJul 2025 to now
- Cambridge Investment Research, Inc.Jun 2025 to now
- Perfected Wealth ManagementFeb 2023 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.Mar 2023 to Sep 2023
- Athletes In ActionOct 2017 to Dec 2022
- Campus Crusade for Christ (cru)Jul 2008 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7694450
- Firm CRD
- 305585