Gregory Jay Meyer

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	2023-03-06
CA	RA	APPROVED	2022-07-27

TX RA
APPROVED

Since 2023-03-06
CA RA
APPROVED

Since 2022-07-27

Branch Locations

6345 Balboa Blvd. Building 1 Suite 100, Encino, CA 91316 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Npb Financial Group, Llc	Burbank	CA	12/2006	07/2022
Pash & Benson International Ltd Inc	Encino	CA	12/2006	11/2025
Independent Financial Group, Llc	Encino	CA	07/2022	Present

12/2006 → 07/2022

Npb Financial Group, Llc

Burbank, CA
12/2006 → 11/2025

Pash & Benson International Ltd Inc

Encino, CA
07/2022 → Present

Independent Financial Group, Llc

Encino, CA

Previous Registrations

2020-10-09 → 2025-01-21

Pash & Benson International Ltd.

Encino, CA
2006-12-18 → 2022-10-27

Npb Financial Group, Llc

Encino, CA

Burbank, CA

Other Businesses

1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1998 ADDRESS: 5435 Balboa Blvd. Suite 106, Encino CA 91316, United States DESCRIPTION: Outside insurance. (3) PAXTON CONSULTING GROUP POSITION: Employee NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/25/2025 ADDRESS: 2646 Santa Maria Way, Suite 104, Santa Maria CA 93455, United States DESCRIPTION: OBA used for payroll and benefits. (4) GREGORY J. MEYER POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1998 ADDRESS: 5435 Balboa Blvd. Suite 106, Encino CA 91316, United States DESCRIPTION: Sell Life, Health, Disability and Long Term Care insurance. (5) ADVISOR ASSOCIATES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2023 ADDRESS: 6345 Balboa Blvd. Building 1, Suite 100, Encino CA 91316, United States DESCRIPTION: DBA for financial services offered at IFG Broker Dealer

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-09-11

S63 Uniform Securities Agent State Law Examination

1998-09-11

Designations

Certified Financial Planner

Other Names

Gregory Jay Meyer
Gregory Jay Meyer

View on SEC IAPD