Josh Mellberg Net Worth 2026: J.D. Mellberg Financial Founder

No reputable outlet publishes a net worth estimate for Josh Mellberg, so this page does not give one. The $40 million figure on an earlier version of this page had no source and has been removed. Joshua D. Mellberg founded J.D. Mellberg Financial, a Tucson, Arizona, annuity and retirement-income firm, in 2005. He sold a majority stake to AmeriLife in 2020 and also runs Secure Investment Management, a registered investment adviser.

What is Josh Mellberg's net worth?

There is no figure from Forbes, Bloomberg, Celebrity Net Worth or a business journal. Both of his firms are private, and the price AmeriLife paid for its majority stake in J.D. Mellberg Financial was not disclosed. The public record shows a business that made the Inc. 5000 list of fast-growing private companies several times, and a partial sale to a national insurance distributor. That points to meaningful wealth but does not support a number.

Josh Mellberg yearly earnings, monthly income and salary

His income is not public. The old page listed $1.1 million a year, about $92,000 a month and about $3,100 a day. None of those figures had a source, so they have been removed. Secure Investment Management reports to regulators that it charges clients a percentage of assets and hourly fees (U.S. News), but the firm's revenue and his share of it are not published.

Where the money comes from

• J.D. Mellberg Financial: Founded in 2005 in Tucson. It helps people who are close to retirement or already retired plan their retirement income, mostly through annuities. It listed 51 to 200 employees and appeared on the Inc. 5000 in 2015 (No. 1,996), 2016 (No. 3,106) and 2017 (No. 3,339) (Inc.).
• 2020 sale to AmeriLife: In February 2020 AmeriLife Group of Clearwater, Florida, bought a majority interest in the firm on undisclosed terms. It said the combined business represented more than $4.8 billion in annual annuity premium (PR Newswire).
• Secure Investment Management: He is president and founder of this federally registered investment adviser in Tucson (Secure Investment Management). Regulatory data summarized by U.S. News shows him registered there since October 2012 (U.S. News).
• Adviser training and media: He runs training events that teach financial professionals to use annuities in tax and estate planning. He has also appeared on CNBC, Arizona PBS and Yahoo! Finance (PR Newswire).

Professional life

Building J.D. Mellberg Financial

AmeriLife said the firm's growth came from multimedia lead generation, a call center that books appointments for agents, and its own software that matches agents with prospects (PR Newswire). By 2020 it described J.D. Mellberg as a seven-time Inc. 500/5000 company. After the deal, Mellberg and general counsel Dan Morgan stayed on to run the business from Tucson, and Mellberg joined the management team of AmeriLife's annuity and retirement division.

Television and public speaking

In December 2014, Eight, Arizona PBS aired a 90-minute special called Maximize Your Retirement Income, hosted by Mellberg. The station described him as a registered investment advisor licensed to sell life insurance and annuities in all 50 states, and noted it was his first TV special. In it, he urged viewers to think about when they claim Social Security benefits (Arizona PBS).

Secure Investment Management

Mellberg is listed as president and founder of Secure Investment Management, a Tucson adviser whose team page describes him as a licensed insurance agent and public speaker (Secure Investment Management). U.S. News reports 22 years of registered experience for him, with J.D. Mellberg Financial listed since January 2004. It also notes one disclosure on his regulatory record, which U.S. News does not describe (U.S. News).

2021 discrimination complaint

In July 2021 the Arizona Attorney General's Office filed a complaint against JD Mellberg Financial. It alleged the firm denied a pregnant employee with a pregnancy-related medical condition the option to work from home, then ended her health coverage and her job, in violation of the Arizona Civil Rights Act. KOLD News 13 reported that it could not reach the company for comment (KOLD). We found no public report of how the case ended.

Education

Mellberg's own author bios say he studied business at Western Michigan University (LinkedIn article bio). We found no independent confirmation, and the old page's reference to the Haworth College of Business could not be checked, so treat the detail as self-reported.

Family, age and height

Josh Mellberg wife

The old page said he married his girlfriend after a long relationship and described his childhood in a small town. No source supports any of this, and his family life has not been covered by the press, so it has been removed. The same goes for the old claims that he is 47 years old, 5 feet 6 inches tall and 71 kg. No reliable source gives his age, height or weight.

Net worth compared

Other financial planners and advisers on this site include Brett Danko and Byron Defoor. See also Brian T Olsavsky and Brian Lim.

Why no figure is given

A founder who sells a majority stake in a fast-growing firm usually gains substantial wealth, but the AmeriLife price, his remaining stake and his pay have not been published. Without those numbers, any figure would be invented. This page sticks to what can be checked: a Tucson retirement-income firm founded in 2005, several Inc. 5000 listings, a 2020 majority sale to AmeriLife, and a separate registered investment adviser he still leads.