Jason Yamamoto
Jason Yamamoto is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Torrance, CA, with 22 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
18411 Crenshaw Blvd., Ste. 280, Torrance, CA, 90504
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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 an insurance agent for Windsor Insurance, Anthem Blue Cross, and Kaiser Permanente, and a real estate agent for Berkshire Hathaway Home Services. He also provides notary and management consulting services, and uses Midtown Wealth Advisors, Inc. as a DBA for marketing purposes.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Partners Capital Services, INC.
American Capital Partners, LLCBroker
American Capital Partners, LLCBroker
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
PFS Investments INC.Broker
State Registrations4 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.