Joshua Mathias is a registered investment advisor, based in Phoenix, AZ, with 24 years of industry experience.
Location
7720 North 16th Street, Suite 350, Phoenix, AZ, 85020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua works full-time as an investment advisor for both Ameriflex and Scott Harris Financial Group, providing wealth management, financial planning, and investment advisory services. He also dedicates minimal time to Mathias Wealth Management, an S-corporation created to facilitate the buyout of his business partner's business.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Principal Asset Management
Principal Funds Distributor, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations18 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.