Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffery Wayne Kesting

Independent Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffery? Claim Your Profile

About Jeffery Wayne Kesting

Jeffery Wayne Kesting is a financial advisor with over 16 years of experience in the industry. Currently, Jeffery is registered with Independent Financial Group, LLC as a Registered Representative and Investment Adviser Representative. Jeffery is also licensed in the states of California, Florida, Minnesota, and Texas. Prior to joining Independent Financial Group, LLC, Jeffery was employed by CETERA ADVISOR NETWORKS LLC, Cambridge Investment Research, Inc., Girard Securities, Inc., AXA Advisors, LLC and AIG Retirement Advisors, Inc. Jeffery holds Series 6, Series 63, Series 65 and SIE licenses.

Firm Information

Jeffery Kesting is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffery Kesting’s Registration & Firm History

TX

08/13/2021 - Present

Independent Financial Group, LLC (SULPHUR SPRINGS TX)

TX

10/09/2018 - 08/16/2021

CETERA ADVISOR NETWORKS LLC (SULPHUR SPRINGS TX)

TX

06/14/2018 - 10/18/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (Sulphur Springs TX)

TX

11/01/2017 - 06/15/2018

CETERA ADVISOR NETWORKS LLC (Sulphur Springs TX)

TX

07/27/2009 - 11/01/2017

GIRARD SECURITIES, INC. (Sulphur Springs TX)

TX

09/22/2008 - 07/29/2009

AXA ADVISORS, LLC (ROCKWELL TX)

TX

03/28/2005 - 09/23/2008

AIG RETIREMENT ADVISORS, INC. (DALLAS TX)

Not sure if Jeffery Wayne Kesting is right for you?

Licenses & Designations

IA

Issued 01/13/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery Wayne Kesting.
Not sure if Jeffery Wayne Kesting is right for you?