Matthew Jones is a registered investment advisor, based in Tempe, AZ, with 12 years of industry experience.
Location
60 East Rio Salado Parkway, Suite 1201, Tempe, AZ, 85281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a financial planner at Momentum Financial Partners, offering insurance services, and an investment advisor at The Ameriflex Group, dedicating nearly full-time hours to this role. He also personally purchases Bitcoin through his PayPal account and is a passive investor in The Ameriflex Group.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Washington Square Securities, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.