Jennifer Kristen Morris-montes
Investment adviser representative at Independent Financial Group, LLC
14 yearsExperience
2 statesRegistered in
$12.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Independent Financial Group, LLCJul 2022 to now
- Professional Advisory ServicesMar 2022 to now
- Vip System Design, LLCAug 2015 to now
- UnemployedJun 2021 to Mar 2022
- The Law Offices of Hart, Mieras, MorrisMay 2020 to May 2021
- UnemployedJul 2019 to May 2020
- Rose InternationalApr 2018 to Jul 2019
- UnemployedJan 2018 to Apr 2018
- The Technology DepotJun 2017 to Dec 2017
- Core Medical GroupDec 2016 to May 2017
- Self Employed/homemakingJan 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Independent Financial Group, LLC
$12.9BAssets managed
26,635Clients
460Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3174235
- Firm CRD
- 7717