Jason Dodzik
Jason Dodzik is a registered investment advisor at Independent Financial Group, LLC, based in Richmond, VA, with 24 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
9011 Arboretum Parkway, Suite 180, Richmond, VA, 23236
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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
Jason is a registered representative with Independent Financial Group, dedicating nearly full-time hours. He also works as an insurance broker and agent, servicing and selling life and long-term care insurance, and is an owner/advisor with Investar Asset Mgt, performing duties as a registered rep, IAR, and insurance agent.
Employment History
Current Registrations
Cobblestone Asset Management
Independent Financial Group, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Gallagher Fiduciary Advisors, LLC
F3logic, LLC
Independent Financial Group, LLCBroker
Financial Counselors of Virginia, INC.
Purshe Kaplan Sterling InvestmentsBroker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Pruco Securities, LLC.Broker
State Registrations3 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.