Independent Financial Group, LLC
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About this Advisor
Jason Yamamoto is a certified financial planner who works out of San Diego, California, who has been in the financial industry for 14 years. Yamamoto is currently employed by Independent Financial Group, LLC. Over the course of their career, they have held roles at Scf Securities, Inc, Scf Investment Advisors, Inc, American Capital Partners and Independent Financial Group, LLC. Yamamoto holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Independent Financial Group, LLC is a company operating out of San Diego, California. The company has offices in 364 locations and a total of 680 advisors. It administers $3 billion in assets under management across its 11,983 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 11,983 customer accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Independent Financial Group, LLC provides a diverse range 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. Fees charged by financial advisors typically are based on which services are offered. Fee types billed by Independent Financial Group, LLC can be comprised 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 Yamamoto Work History
Jason has 14 years of experience.
Independent Financial Group,LLC
American Capital Partners
Scf Investment Advisors, Inc
Scf Securities, Inc
Jason Yamamoto has no disclosures.
Please visit their SEC profile for more details.