Jeremy Laub
Jeremy Laub is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 27 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)
Criminal
December 1993Other Business Activities
Jeremy is a musician in the Whiskey Ridge Band, an advisory representative of an RIA (CIRA), and owns rental real estate. He also works as an independent tax/trust consultant and as an investment advisor representative under the trade name Laub Financial, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Sii Investments, INC.
Sii Investments, INC.Broker
The Retirement Group
Ssn Advisory, INC.
Securities Service Network, INC.Broker
The Retirement Group
Fsc Securities CorporationBroker
First Union Securities Financial Network, INC.Broker
Jwgenesis Financial Group, INCBroker
Gsg 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.