Jack George
Investment adviser representative at Independent Financial Group, LLC
14 yearsExperience
1 stateRegistered 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, LLCAug 2026 to now
- Cetera Advisors LLCOct 2025 to Jul 2026
- Cetera Investment Advisers LLCOct 2025 to Jul 2026
- Independent Financial Group, LLCOct 2023 to Oct 2025
- Strategic AdvocatesJun 2023 to Oct 2023
- Remotelink SolutionsAug 2022 to Jun 2023
- Smart and FinalJun 2022 to Aug 2022
- Full-time Study Abroad EducationJan 2022 to Jun 2022
- Full-time StudentAug 2021 to Jan 2022
- Dick's Sporting GoodsMay 2021 to Aug 2021
- EducationAug 2020 to May 2021
- SafewayMar 2020 to Aug 2020
- Full-time EducationAug 2019 to Mar 2020
- Big 5 Sporting GoodsJun 2019 to Aug 2019
- Full-time StudentAug 2018 to Jun 2019
- Lotus Thai FoodMay 2018 to Aug 2018
- Full-time StudentAug 2012 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7616967
- Firm CRD
- 7717