Independent Financial Group, LLC
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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
Years of Experience
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Independent Financial Group, LLC Brokerage Details
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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.
Independent Financial Group
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Transamerica Financial Advisors, Inc
Transamerica Financial Advisors
Jason Segawa has no disclosures.
Please visit their SEC profile for more details.