Jonathan Lopez, President
Jonathan holds an Economics degree from California State University, Fullerton, and is pursuing a Graduate Degree in Economics from California State Polytechnic University, Pomona. Jonathan has been a financial consultant for over 18 years, and holds the Series 4, 6, 7, 24, 53, & 63 securities registrations with Independent Financial Group, which qualify him as a Registered Investment Advisor Representative, Municipal Securities Principal, Registered Options Principal, and Registered Principal, Independent Financial Group.
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Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds.
Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals.
Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC.
Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California.
Vickie Ashmore, Director of Business Development
Vickie was employed by Wells Fargo for over 19 years as a Premier Banking Manager & Business Development and Assistant Manager. She went on to Mission Oaks National Bank to further her career as a Branch Manager & Business Development Manager before serving here as our Director of Business Development.
Cathy Lopez, Director of Operations
Cathy is the organizational mastermind of Platinum Wealth Management. She makes sure all the books are in order, and client paperwork is up to date and filed correctly. Cathy has a sharp eye for details. She is also the incredibly friendly face that greets you when you come to visit our offices!
Cathy is a graduate of the University of Redlands with a degree in Business and Management. She has over 15 years experience in various sectors of the financial services industry including branch banking, loan underwriting, and mortgage and real estate brokering. Cathy grew up in Southern California and is married to Jonathan Lopez. Cathy serves as our Operations Manager.
Justin Lowery, Director of Communications
Justin has been helping businesses & individuals pursue and work towards their goals and potential for over 15 years as a business strategy consultant and creative director. He brings his experience, technical skill and creative vision to our team in his role as our Director of Communications. Justin also holds the Series 7 & 63 securities registrations with Independent Financial Group, which qualify him as a Registered General Securities Representative, Independent Financial Group.