Geneos Wealth Management
43yrs
Top advisor by experience in Englewood
2yrs
John Morris
Financial advisor at The Ameriflex Group
Based in Englewood, Colorado, John Morris is a fiduciary financial advisor with 2 years of industry experience. John has been with The Ameriflex Group since 2025. John holds the CFP® designation.
One of 239 advisors with offices in Englewood, and one of 220 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office116 Iverness Dr East Suite 430, Englewood, CO 80112
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2025 – nowThe Ameriflex GroupCurrent firm
Contact John
(702) 987-9730Firm headquarters in Las Vegas, NV. Ask for John. 116 Iverness Dr East Suite 430Englewood, CO 80112Office · Get directions Firm websiteameriflex.com
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Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Morris. John works from the Englewood, CO office.
How long has John been a financial advisor?
John has been in the industry since 2025, about 2 years. 2 years in the industry.
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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