Jacob
Mickle

Independent Financial Group, LLC

CRD#7225212
Investment Advisor
in Cottonwood, AZ

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About this Advisor

Jacob Mickle is a financial advisor based in Cottonwood, Arizona, working with Independent Financial Group, LLC. Jacob has previously held positions at Mickle Engineering, Jacob Mickle Sole Proprietor, Balfour Beatty Rail, and Independent Financial Group. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Jacob is part of Independent Financial Group, LLC, which operates out of Cottonwood, Arizona. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

120 Quail Trail
Cottonwood, AZ 86326

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$6,750,889,024

AZ Average: $7,578,581,321
Total Number of Employees

626

AZ Average: 43
Total Number of Accounts

30,369

AZ Average: 3,727
Average Account Size

$222,295

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jacob Mickle Work History

2020 - Present (4 years)

Independent Financial Group

2017 - Present (7 years)

Mickle Engineering

2014 - 2017 (3 years)

Jacob Mickle Sole Proprietor

2013 - 2014 (1 year)

Balfour Beatty Rail

Disclosures

Please visit the SEC profile of Jacob Mickle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Group, LLC

Timothy Yee
Alameda, CA
Julian Munoz
Guaynabo, PR
Clifton Morton
San Diego, CA
Christopher Weber
San Diego, CA
Wojciech Polowy
New Britain, CT
Grant Prescott
San Juan Capistrano, CA
Sean Oconnor
San Diego, CA
Matthew Belardes
San Diego, CA

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