Jay Wahlin
Jay Wahlin is a registered investment advisor at Independent Financial Group, LLC, based in Palm Desert, CA, with 26 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
74075 El Paseo, Suite A2A, Palm Desert, CA, 92260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay is the owner of Wahlin Wealth Management (DBA) and Jay D. Wahlin an Accountancy Corporation, offering tax preparation, accounting, and trustee services; these activities take about a quarter of his time. He also acts as an agent/representative for estates and trusts, and is a CA insurance agent offering various types of insurance products, dedicating minimal time to these activities.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations8 states
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