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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Alfonso is an investment advisor representative for Independent Financial Group, LLC based in Loomis, California. Jason has been in the financial services industry since January 1997 and has held various positions with different firms throughout his career. Jason holds a Series 6, Series 7, Series 24, Series 63, and Series 65 licenses. Jason specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Independent Financial Group, LLC provides financial advisory services to a variety of clients, including individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/10/2021 - Present
Independent Financial Group, LLC (LOOMIS CA)
CA
02/09/2011 - 03/27/2013
LPL FINANCIAL LLC (SACRAMENTO CA)
CA
05/29/2001 - 02/11/2011
QA3 FINANCIAL CORP. (SACRAMENTO CA)
CA
12/18/1998 - 05/29/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
12/13/1996 - 12/18/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CT
06/13/1997 - 08/19/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 06/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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