Jason
Segawa

Independent Financial Group, LLC

CRD#4826346
Investment Advisor
in San Diego, CA
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About this Advisor

Jason Segawa is a certified financial planner based in San Diego, California, with a total of 14 years of experience as a financial advisor. Segawa currently works for Independent Financial Group, LLC. Segawa has gained experience at Transamerica Financial Advisors, Transamerica Financial Advisors, Inc, Berthel Fisher & Company Financial Services, Inc, Bfc Planning, Inc and Independent Financial Group. Segawa has a Series 63 license, which qualifies them as a securities broker, and is able to work in Hawaii. Independent Financial Group, LLC is an advisory business that has its headquarters in San Diego, California. It has offices in 364 locations and a total of 680 employees. It administers $3 billion in assets under management across its 11,983 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 20 charitable organizations. Of its 11,983 accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically vary depending on the type of financial services. However, fees charged by Independent Financial Group, LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 years

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

Disclosures

No

Office Location

12671 High Bluff Dr Ste 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

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

673

CA Average: 43
Total Number of Accounts

15,620

CA Average: 3,727
Average Account Size

$187,915

CA Average: $2,033,427

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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

Jason Segawa Work History

Jason has 14 years of experience.

2013 - Present (6 years)

Independent Financial Group

2012 - 2013 (1 year)

Berthel Fisher & Company Financial Services, Inc

2012 - 2013 (1 year)

Bfc Planning, Inc

2009 - 2012 (3 years)

Transamerica Financial Advisors, Inc

2004 - 2012 (8 years)

Transamerica Financial Advisors

Disclosures

Jason Segawa has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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