Lawrence
Jones
Independent Financial Group, LLC
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About this Advisor
Lawrence Jones is a financial advisor working in Denver, Colorado with 6 years of relevant experience. Jones works at Independent Financial Group, LLC. Throughout their career, they have worked at Raymond James Financial Services, Inc, Non-Profit School & Foundation, Tna Capital Management, Raymond James Financial Services Advisors, Inc, Cherry Creek Capital Management, Talofa Foundation and Independent Financial Group, LLC. Jones has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado. Independent Financial Group, LLC is a business operating out of San Diego, CA. The company has offices in 364 locations and a total of 697 employees. It handles $6 billion in assets among its 27,435 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 48 charities and foundations. Of its 27,435 customer accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in investable assets. Independent Financial Group, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on which services are provided. Fee types charged by Independent Financial Group, LLC can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$5,978,096,039
697
27,435
$217,900
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
Lawrence Jones Work History
Lawrence has been registered as a financial advisor for 6 years.*
Independent Financial Group, LLC
Tna Capital Management
Cherry Creek Capital Management
Non-Profit School & Foundation
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Talofa Foundation
Tna Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lawrence Jones 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
Irvine, CA
San Diego, CA
Delafield, WI
Saint George, UT
San Diego, CA
San Diego, CA
Amarillo, TX
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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