Jason Segawa
Jason Segawa is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Honolulu, HI, with 21 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
1580 Makaloa St, Suite 1111, Honolulu, HI, 96814
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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 independent contractor for a family-owned engineering firm, owns rental property, and is a member of NAIFA and the Hawaii Estate Planning Council. He also owns a DBA for marketing purposes and works as a HI insurance agent offering various types of insurance products, dedicating about 10-20% of his time to insurance.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
State Registrations10 states
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