Jake O'banion
Jake O'banion is a registered investment advisor at Independent Financial Group, LLC, based in Everett, WA, with 23 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
1902 120th Place Se, Suite 103A, Everett, WA, 98208
Get directionsHistory
Regulatory History (1)
Financial
June 2017Other 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
Independent Financial Group, LLC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Country Trust Bank
Country Capital Management CompanyBroker
Sunset Financial Services, INC.Broker
State Registrations14 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.