Adviser and broker representative · Independent Financial Group, LLC
Jeff D. Fisher
CRD 4950246 · San Juan Capistrano, CA
At a glance
Jeff D. Fisher is an investment adviser representative with Independent Financial Group, LLC in San Juan Capistrano, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeff’s SEC record dates to 2009, about 17 years ago. Jeff is also registered as a broker representative.
Current advisory firms
- Independent Financial Group, LLCSince July 2009San Juan Capistrano, CA · $13B in regulatory assets
- Capital Financial Consultants Group, Inc.Since March 2014San Juan Capistrano, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jeff’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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