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Jammie Avila

10 Years of Experience
Las Vegas, NV
3 DisclosuresBrokerSells Insurance

Jammie Avila is a registered investment advisor at Independent Financial Group, LLC, based in Las Vegas, NV, with 10 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

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Location

3755 Breakthrough Way, #305, Las Vegas, NV, 89135

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2023
Settled
Judgment / Lien
April 2021
Regulatory
June 2008
Final
Other Business ActivitiesSells Insurance

Jammie is involved in several outside business activities, including teaching/coaching, tax preparation, real estate, and serving as a board member for a charity. Jammie also engages in insurance activities, selling annuities, insurance, and LTC at FIG, dedicating about a quarter of their time to this.

Employment History
Current Registrations
Independent Financial Group, LLC
June 2024 - Present · 1 yr 11 mos
Independent Financial Group, LLCBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Kalos Capital, INC.Broker
October 2015 - August 2021 · 5 yrs 10 mos
State Registrations7 states
CACOIDILNJNVUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.