Jim Micheal Mcelravy

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → Present
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2009-05-02 → 2010-07-27
  Chase Investment Services Corp.
  San Jose, CA
• 2008-06-09 → 2009-05-02
  Wamu Investments, Inc.
  Santa Clara, CA
  San Jose, CA
  San Jose, CA
  Mountain View, CA
  San Jose, CA
  San Jose, CA

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/30/2010 ADDRESS: 3091 Hardwick Way, Granite Bay CA 95746, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE. (2) LID TICKER POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 3091 Hardwick Way, Granite Bay CA 95746, United States DESCRIPTION: Entity creation and marketing development.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-06
• S63 Uniform Securities Agent State Law Examination
  2002-08-19