Matthew Wayne Jones

Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Momentum Financial Partners
  Tempe, AZ
• 11/2019 → Present
  The Ameriflex Group, Inc.
  Tempe, AZ
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Tempe, AZ
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → Present
  Momentum Financial Partners
  Tempe, AZ

Previous Registrations

• 2016-02-18 → 2020-05-28
  Osaic Services, Inc.
  Tempe, AZ

Other Businesses

1) MOMENTUM FINANCIAL PARTNERS, 60 E Rio Salado Parkway, Suite 1201, Tempe AZ 85281, 06/2025, W2 Employee, Paraplanning, INV REL, 160 HR/MO, 100 HR/MO TRADING. 2) THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, 06/2025, RIA Affiliation, INV REL, 170 HR/MO, 120 HR/MO TRADING. 3) THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, 06/2025, Investor, Passive owner, NIR, 0 HR/MO, 0 HR/MO TRADING. 4) MOMENTUM FINANCIAL PARTNERS, 60 E Rio Salado Parkway, Suite 1201, Tempe AZ 85281, United States, START DATE 01/2026, Agent, Legal Services, NIR, HR/MO 15, HR/MO TRADING 15

Exams

• S66 Uniform Combined State Law Examination
  2015-10-21
• S63 Uniform Securities Agent State Law Examination
  2000-08-15