Jennifer Morris-Montes
Jennifer Morris-Montes is a registered investment advisor at Independent Financial Group, LLC, based in Arcadia, CA, with 5 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
255 E. Santa Clara St., Ste. 300, Arcadia, CA, 91006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is a registered representative with Professional Advisory Services, Inc., dedicating about a quarter of her time. She also volunteers at The Law Offices of Art, Mieras, Morris, Inc. and provides assistance to VIP System Design, LLC, spending a few hours per week on each.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Sentra Securities CorporationBroker
State Registrations3 states
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