Jason Moore Alfonso

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:

Current Employers

Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-06-10
CA	RA	APPROVED	2013-05-08

TX RA
APPROVED_RES

Since 2021-06-10
CA RA
APPROVED

Since 2013-05-08

Branch Locations

Loomis, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Central Pacific Mortgage	Roseville	CA	01/1997	Present
Independent Financial	Loomis	CA	05/2013	Present

01/1997 → Present

Central Pacific Mortgage

Roseville, CA
05/2013 → Present

Independent Financial

Loomis, CA

Previous Registrations

2011-02-10 → 2013-03-27

Lpl Financial Llc

Sacramento, CA

San Diego, CA

Sacramento, CA
2001-05-30 → 2011-02-11

Qa3 Financial Llc

Omaha, NE

Sacramento, CA

Sacramento, CA

Other Businesses

(1) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/1996 ADDRESS: 3956 Howard Lane, Loomis CA 95650, United States DESCRIPTION: INSURANCE AGENT SALES VARIOUS TYPES OF INSURANCE PRODUCTS (2) ALFONSO/CONRAD INDEPENDENT FINANCIAL ADVICE POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2013 ADDRESS: 3956 Howard Lane, Loomis CA 95650, United States DESCRIPTION: 50% OWNER OF DBA USED FOR MARKETING PURPOSES RENTAL PROPERTY POSITION: own a rental property. to be managed by a property manager. NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2025 ADDRESS: 3956 Howard Lane, Loomis CA 95650, United States DESCRIPTION: Purchased real estate to be a rental. Property management company will take care of all tasks related to this.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-06-21
S63	Uniform Securities Agent State Law Examination	1997-01-08

S65 Uniform Investment Adviser Law Examination

2000-06-21
S63 Uniform Securities Agent State Law Examination

1997-01-08

View on SEC IAPD