Jerry
Tuma

Independent Financial Group, LLC

CRD#730104
Investment Advisor
in San Diego, CA
Are you Jerry Tuma? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jerry Tuma is a certified financial planner who is based in San Diego, California. Currently a registered advisor at Independent Financial Group, LLC, they have accrued an impressive 35 years of professional experience as a registered advisor. Tuma maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Tuma can advise customers based out of Texas. The advisor has gained experience at Aig Financial Advisors, Inc, Cornerstone Financial Services, Inc, Cambridge Legacy Securities, LLC and Independent Financial Group. Independent Financial Group, LLC is located in San Diego, California, and operates out of 364 locations across the nation. In aggregate, Independent Financial Group, LLC manages $3 billion in assets dispersed across 11,983 client accounts and retains more than 680 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 10,271 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Independent Financial Group, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

35 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

Yes

Office Location

12671 High Bluff Drive Suite 200
San Diego, CA 92130

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,764,918,695

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

680

CA Average: 43
Total Number of Accounts

11,983

CA Average: 3,727
Average Account Size

$230,737

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Jerry Tuma Work History

Jerry has 35 years of experience.

2018 - Present (1 years)

Independent Financial Group

2012 - Present (7 years)

Independent Financial Group

2008 - 2012 (4 years)

Cambridge Legacy Securities, LLC

2004 - 2009 (5 years)

Aig Financial Advisors, Inc

1983 - Present (36 years)

Cornerstone Financial Services, Inc

Disclosures

Jerry Tuma has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started