Jonathan Whitmore is a CFP-designated registered investment advisor at The Ameriflex Group, based in Fullerton, CA, with 3 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 16,203 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The AmeriFlex Group offers multiple investment management programs with fees negotiated individually by each advisor.
- Cambridge Managed Account Platform and Third-Party Manager Services — Fees are charged as a percentage of your portfolio, typically ranging from 0.25% to 1.25% per year, billed monthly or quarterly in advance or in arrears.
- WealthPort Wrap Programs — Inclusive wrap fees cover advisory, custodial, and trading services, with rates set by your advisor depending on the selected strategy and program options.
- AssetMark Platform — Combines an advisor fee, a platform fee, and manager fees, with account minimums typically ranging from $10,000 to $1,000,000 depending on the investment solution.
Location
2244 N. State College Blvd., Fullerton, CA, 92831
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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 Activities
Jonathan serves as an elder at Renew Church OC, a non-profit religious organization, dedicating a few hours per week. He also works full-time as a Certified Financial Planner at DC Wealth Advisors, Inc., assisting with administrative tasks to serve clients.
Employment History
Current Registrations
The Ameriflex Group
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations1 state
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.
Exams
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