Julia Andrews

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

• 02/2020 → 02/2021
  Quiktrak Bureau Veritas Of North America
  Beaverton, OR
• 08/2010 → 03/2017
  Oneamerica Financial Partners
  San Marcos, CA
• 03/2017 → 02/2021
  Connect2Close
  San Diego, CA
• 03/2021 → 07/2021
  Unemployed
  West Linn, OR
• 08/2021 → Present
  Monarch Wealth & Retirement Strategies
  Calabasas, CA
• 11/2021 → 09/2023
  Sagepoint Financial, Inc.
  Calabasas, CA
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Calabasas, CA
• 11/2024 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2023-09-01 → 2024-12-02
  Osaic Wealth, Inc.
  Calabasas, CA
• 2022-04-05 → 2023-09-01
  Osaic Services, Inc.
  Calabasas, CA

Other Businesses

1) MONARCH WEALTH & RETIREMENT STRATEGIES, 26565 Agoura Rd, Suite 200, Calabasas CA 91302, United States, 08/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10 HR/MO - 4 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-02

Other Names

• Julia Paredes
• Julia Vega