John
Ernst

Independent Financial Group, LLC

CRD#857045
Investment Advisor
in San Diego, CA
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About this Advisor

John Ernst is a certified financial planner in San Diego, California. Currently an advisor at Independent Financial Group, LLC, Ernst has an impressive 38 years of professional experience as a registered advisor. Ernst maintains a Series 63 license, which certifies the advisor as a securities representative. Ernst is registered to act as a financial advisor in California. Over the course of their career, they have held roles at Ernst Enterprises Inc, John Ernst Tax & Financial Services, John O Ernst, Securities America, Inc, Securitieis America Advisors, Inc and Independent Financial Group. Independent Financial Group, LLC is located in San Diego, California, and operates out of 364 other offices in the nation. As a company, Independent Financial Group, LLC manages $3 billion in assets across 11,983 client accounts and employs 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, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Independent Financial Group, LLC provides 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, Certified Financial Planner

Years of Experience

38 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

2408 First Avenue
San Diego, CA 92101

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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

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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

John Ernst Work History

John has 38 years of experience.

2011 - Present (8 years)

Independent Financial Group

1999 - 2011 (12 years)

Securitieis America Advisors, Inc

1998 - 2011 (13 years)

Securities America, Inc

1996 - 2010 (14 years)

Ernst Enterprises Inc

1980 - Present (39 years)

John Ernst Tax & Financial Services

1980 - Present (39 years)

John O Ernst

Disclosures

John Ernst has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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