James Hanson
James Hanson is a PFS-designated registered investment advisor at Independent Financial Group, LLC, based in San Jose, CA, with 31 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
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the 100% owner, president, CPA, and investment adviser representative of James P. Hanson Accountancy Corporation, a registered investment advisor. He spends about half his time on accounting, tax preparation, real estate exchange services, asset management, financial planning, and asset allocation.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
James P. Hanson Accountancy Corporation
Previous Registrations
Independent Financial Group, LLC
Mcl Financial Group, INC.Broker
Brookstreet Securities CorporationBroker
Archer Alexander Securities CorporationBroker
State Registrations5 states
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