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John Byron Dewey

Independent Financial Group, LLC

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About John Byron Dewey

John Byron Dewey is a financial advisor with over 40 years of experience in the industry. John is currently registered with Independent Financial Group, LLC, and holds several licenses and designations, including Series 63, 6TO, 22TO, 7, and 1. John is also a Certified Financial Planner and a Chartered Financial Consultant. John has a long history of working with clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. John is committed to providing his clients with personalized financial advice and guidance.

Firm Information

John Dewey 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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John Dewey’s Registration & Firm History

MN

01/04/2021 - Present

Independent Financial Group, LLC (BLOOMINGTON MN)

MN

10/31/2008 - 12/31/2020

SAGEPOINT FINANCIAL, INC. (BLOOMINGTON MN)

MN

10/01/2002 - 10/31/2008

AMERICAN GENERAL SECURITIES INCORPORATED (BLOOMINGTON MN)

TX

08/24/1978 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

NA

07/25/1985 - 07/31/1986

AMEV INVESTORS, INC.

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Licenses & Designations

BC

Issued 08/20/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

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

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/17/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Byron Dewey.
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