Jason Alfonso
Jason Alfonso is a registered investment advisor at Independent Financial Group, LLC, based in Loomis, CA, with 29 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
Loomis, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2013Other Business ActivitiesSells Insurance
Jason is an independent contractor selling various types of insurance products since 1996, dedicating a few hours per week to this activity. He is also a 50% owner of Alfonso/Conrad Independent Financial Advice, a DBA used for marketing purposes.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
National Planning CorporationBroker
Washington Square Securities, INC.Broker
Aragon Financial Services, INC.Broker
State Registrations12 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.