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Jennifer Kristen Morris-montes

Independent Financial Group, LLC

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About Jennifer Kristen Morris-montes

Jennifer Kristen Morris-montes is a registered representative with Independent Financial Group, LLC. Jennifer has been in the financial industry since 1999 and has worked with a variety of clients, including individuals, families, corporations, and non-profit organizations. Jennifer holds the Series 6, Series 6TO, and Series 63 licenses and the SIE exam. Jennifer specializes in financial planning, retirement planning, and investment management. She is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Jennifer Morris-montes 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jennifer Morris-montes’s Registration & Firm History

CA

11/11/2022 - Present

Independent Financial Group, LLC (ARCADIA CA)

AZ

01/22/1999 - 06/11/2001

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 07/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/27/2022

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Kristen Morris-montes.
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