Jason Alfonso, financial advisor San Diego CA

Jason Alfonso

CRD Number: 2805941
Current Firm: Independent Financial Group, LLC

Jason Alfonso (CRD# 2805941) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 25 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Independent Financial Loomis, CA May 2013 - Current 9
Central Pacific Mortgage Roseville, CA Jan 1997 - Current 25
Lpl Financial Sacramento, CA Feb 2011 - Mar 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S65 NASAA Investment Advisors Law Examination Jun 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason M. Alfonso
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    6,647
    MILLIONS
  • Total Number of Accounts
    20,980
    ACCOUNTS
  • Average Account Value
    $316,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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