Jason
Koch
Independent Financial Group, LLC
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About this Advisor
Jason Koch is a financial advisor based in Sussex, Wisconsin, working with Independent Financial Group, LLC. Jason has previously held positions at Axa Advisors, LLC, Sii, Royal Alliance Associates, Inc, and Independent Financial Group. Jason has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Jason is part of Independent Financial Group, LLC, which operates out of Sussex, Wisconsin. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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 Koch Work History
Independent Financial Group
Royal Alliance Associates, Inc
Sii
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Jason Koch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Group, LLC
Alameda, CA
San Jose, CA
Cross Plains, WI
San Luis Obispo, CA
New Britain, CT
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
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