Jaclyn Kathleen Mcguire
Investment adviser representative at Independent Financial Group, LLC
10 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
10 years in the industry.
- Independent Financial Group, LLCJan 2026 to now
- Charles Schwab & Co., Inc.Aug 2024 to Feb 2026
- Mckelvey HomesJul 2024 to Aug 2024
- UnemployedMay 2024 to Jul 2024
- Sumits Columbia Hot YogaFeb 2024 to May 2024
- Charles SchwabJun 2023 to Aug 2023
- Mckelvey HomesDec 2022 to Jan 2023
- Mckelvey HomesMay 2022 to Aug 2022
- Mckelvey HomesDec 2021 to Jan 2022
- Mckelvey HomesNov 2020 to Jan 2021
- Full Time EducationAug 2020 to May 2024
- Full Time EducationAug 2016 to May 2020
- NannyApr 2016 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7739838
- Firm CRD
- 7717