UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
14yrs
Based in Dallas, Texas, John Prewitt is a fiduciary financial advisor with 14 years of industry experience. John joined The Ameriflex Group in 2024, after eight years at SCF Investment Advisors and three years at Woodbury Financial Services. The Ameriflex Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 51% of advisors in Texas
Office8144 Walnut Hill Ln. Suite 1100, Dallas, TX 75231
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$549,793
Advisors at the firm209
States licensed ?1 state
Services through The Ameriflex Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowThe Ameriflex GroupCurrent firm
- 2016 – 2024SCF Investment Advisors, Inc.Previously
- 2013 – 2016Woodbury Financial Services, Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call The Ameriflex Group at (702) 987-9730 and ask for John Prewitt. John works from the Dallas, TX office.
How long has John been a financial advisor?
John has been in the industry since 2013, about 14 years. More experience than 51% of advisors in Texas.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
The Ameriflex Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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