Joshua G Rowe

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

• 04/2016 → 02/2020
  Mindy Foulger
  Centennial, CO
• 05/2022 → 05/2023
  A&I Wealth Management
  Lone Tree, CO
• 02/2020 → 11/2022
  Ocean First
  Boulder, CO
• 08/2018 → 05/2022
  University Of Colorado Boulder
  Boulder, CO
• 09/2023 → 09/2025
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2023 → 08/2023
  Unemployed/Doordash
  Centennial, CO
• 04/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2025 → 02/2026
  Bankers Life
  Centennial, CO
• 10/2025 → 11/2025
  Doordash
  Centennial, CO
• 03/2026 → 03/2026
  Doordash
  Centennial, CO

Other Businesses

1. THE AMERIFLEX GROUP, 5951 Jefferson St. NE, Ste D, Albuquerque NM 87109, United States, 04/13/2026, INVESTMENT ADVISOR REPRESENTATIVE, DBA NAME, INV REL, 180 HR/MO - 140 HR/MO TRADING 2. JOSHUA GREGORY ROWE, 5951 Jefferson St. NE, Ste D, Albuquerque NM 87109, United States, 04/13/2026, INVESTMENT ADVISOR REPRESENTATIVE, DBA NAME, INV REL, 180 HR/MO - 140 HR/MO TRADING 3. CHARLES STEPHEN, 5951 Jefferson St. NE, Ste D, Albuquerque NM 87109, United States, 04/13/2026, INVESTMENT ADVISOR REPRESENTATIVE, DBA NAME, INV REL, 180 HR/MO - 140 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2026-07-06
• S63 Uniform Securities Agent State Law Examination
  2024-01-10

Other Names

• Joshua G Rowe
• Joshua Gregory Rowe
• Josh Gregory Rowe