John Kolody
John Kolody is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 38 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
October 2016Other Business ActivitiesSells Insurance
John is a CPA and sole proprietor, providing tax preparation and accounting services since 1986, dedicating about 10-20% to about a quarter of his time. He also owns John Kolody Investments, P.C., an S corporation used to consolidate profits and conduct fixed insurance business using annuities, spending minimal to about 10-20% of his time on it.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Foothill Securities, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Benjamin Securities Investment Company, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations8 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.