Jeffrey Morand
Jeffrey Morand is a registered investment advisor at Independent Financial Group, LLC, based in Englewood, CO, with 44 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
6500 South Quebec Street, Suite 300, Englewood, CO, 80111
Get directionsHistory
Regulatory History (7)
Customer Dispute
April 2022Customer Dispute
September 2009Customer Dispute
July 2008Customer Dispute
January 2006Customer Dispute
November 2004Customer Dispute
July 2003Criminal
April 1988Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent since 1981 and owns rental property since 2000, dedicating minimal time to the latter. He is also a part-owner of JP Morand & Company, a DBA used for marketing securities and advisory purposes, and spends about 10-20% of his time as a college funding and success coach.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Rice Brown Financial Services
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Heartland Financial Consultants
Securities America, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Lcm Financial Services, INC.Broker
Integrated Resources Marketing, INC.Broker
Integrated Resources Equity CorporationBroker
Paine, Webber, Jackson & Curtis INC.Broker
State Registrations15 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.