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Jake O'banion

Independent Financial Group, LLC
23 Years of Experience
Everett, WA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jake O'banion is a registered investment advisor at Independent Financial Group, LLC, based in Everett, WA, with 23 years of industry experience. Jake is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
541 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1902 120th Place Se, Suite 103A, Everett, WA, 98208

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History

Regulatory History (1)
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.
Financial
June 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jake is the owner of a wealth management business and the president of Jake O'Banion Insurance & Financial Services LLC, both related to insurance and financial services. He dedicates nearly full-time hours to the insurance business, earning commissions for property casualty business and general agent overrides.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
February 2026 - Present · 8 mos
Independent Financial Group, LLC
February 2026 - Present · 8 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - February 2026 · 4 yrs 3 mos
Ameritas Advisory Services
October 2021 - November 2021 · 1 mo
Ameritas Investment Company, LLCBroker
August 2021 - February 2026 · 4 yrs 6 mos
Country Trust Bank
January 2004 - July 2007 · 3 yrs 6 mos
Country Capital Management CompanyBroker
June 2003 - August 2021 · 18 yrs 2 mos
Sunset Financial Services, INC.Broker
October 2002 - June 2003 · 8 mos
State Registrations14 states
AKAZCAIDILMTNDNVORTNTXUTWAWY
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.
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Jake O'banion - Financial Advisor | TrueAdvisor