Jason AlfonsoCRD 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|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|
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
Total Assets Under Management6,647MILLIONS
Total Number of Accounts20,980ACCOUNTS
Average Account Value$316,813
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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