Bryce Jones
Bryce Jones is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Washington, UT, with 11 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
Washington, UT
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2023Customer Dispute
April 2023Customer Dispute
July 2015Other Business Activities
Bryce is a board member for a family-owned business, officer/director for High Desert Omegas LLC (a real estate holding company), owns rental properties, and is an officer/director for Crystal Investments LLC and Cymbo Systems Inc. He also works as an independent contractor for Joneslaserworks, is secretary and board member for Carry You Foundation, and is an officer/director for Lexor Wealth Management, dedicating full-time hours to it.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 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.