Jason
Yamamoto

Independent Financial Group, LLC

CRD#4757216
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, 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 Yamamoto Work History

Jason has 14 years of experience.

2016 - Present (3 years)

Independent Financial Group,LLC

2010 - 2016 (6 years)

American Capital Partners

2008 - 2010 (2 years)

Scf Investment Advisors, Inc

2004 - 2010 (6 years)

Scf Securities, Inc

Disclosures

Jason Yamamoto has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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