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.
Charles Barr, Manager of Operations
With a background in process development, quality, and continuous improvement, Charles held leadership positions in services and manufacturing businesses for over 20 years before serving here as Manager of Operations. Charles earned his degree in Production & Operations Management from San Diego State University.
Ryan Applegate, Securities Analyst
Ryan was instilled with a passion for the market since he was a child while being raised by a self-employed stock broker. He decided to pursue a career as a Physician's Assistant while still living in the Midwest. However, upon moving out to San Diego in June 2015, Ryan took Jonathan’s investing class and rekindled his desire to learn the market. He has since developed his knowledge to become a financial analyst and is continuing to acquire new skills.
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.