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Steven Edward Jones

Independent Financial Group, LLC

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About Steven Edward Jones

Steven Edward Jones is a financial advisor with over 34 years of experience in the industry. Steven is currently registered with Independent Financial Group, LLC, and has been with the firm since May 2013. Steven is also registered in the state of Wisconsin as an Investment Advisor Representative. Prior to joining Independent Financial Group, LLC, Steven worked with MetLife Securities Inc., Metropolitan Life Insurance Company and CitiStreet Equities LLC.

Firm Information

Steven Jones 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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Steven Jones’s Registration & Firm History

WI

01/08/2024 - Present

Independent Financial Group, LLC (DELAFIELD WI)

WI

12/02/2005 - 11/10/2011

METLIFE SECURITIES INC. (MILWAUKEE WI)

WI

12/02/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)

NJ

02/04/1988 - 12/31/2005

CITISTREET EQUITIES LLC (SOMERSET NJ)

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Licenses & Designations

IA

Issued 06/15/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 11 public disclosures for Steven Edward Jones. Review regulatory record here.
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