John Weiss
John Weiss is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
12671 High Bluff Drive, Suite 200, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2010Other Business Activities
John is a board member of healthcare charities, meeting annually to review financial statements. This requires minimal time and is not investment-related.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Sentra Securities CORP
Sentra Securities CorporationBroker
Eneric Financial Services, INC.Broker
Smyth Securities, INC.Broker
Coast Financial Advisors, INC.Broker
J K R & Company, INC.Broker
Crescent Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.