JW
JW

Jeremy Webb

13 Years of Experience
Fayetteville, AR
BrokerSells Insurance

Jeremy Webb is a registered investment advisor at Independent Financial Group, LLC, based in Fayetteville, AR, with 13 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

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Location

530 North College Avenue, Fayetteville, AR, 72701

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jeremy is an independent contractor for Associated Insurance Services, offering administrative services, and spends minimal time on this. He also works nearly full-time as an investment adviser representative and registered representative for Webb & Associates Financial Group, and about a quarter of his time as an insurance agent at Webb & Associates, offering various insurance products.

Employment History
Current Registrations
Independent Financial Group, LLC
December 2017 - Present · 8 yrs 5 mos
Independent Financial Group, LLCBroker
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Sii Investments, INC.
March 2013 - December 2017 · 4 yrs 9 mos
Sii Investments, INC.Broker
February 2013 - December 2017 · 4 yrs 10 mos
State Registrations13 states
ARCAFLILLAMONCNMNVOKTNTXVA
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.