Julian E. Munoz

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

• 07/2014 → Present
  Independent Financial Group Llc
  San Diego, CA
• 01/2014 → Present
  Adviseme National Advisors
  Guaynabo, PR

Previous Registrations

• 2015-02-26 → 2021-02-25
  Adviseme National Advisors
  Guaynabo, PR
  Cleveland, OH
  Guaynabo, PR

Other Businesses

(1) PENSION ADVISORS PUERTO RICO POSITION: Partner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/23/2017 ADDRESS: Metro Office Park, #3 Calle 1 Ste. 520, Guaynabo PR 00968, United States DESCRIPTION: DBA USED FOR MARKETING PURPOSES. IKE, LLC POSITION: Owner and Administrator NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: #3 Street 1 ste 520, Guaynabo PR 00968, United States DESCRIPTION: Administrative duties, receive advisory compensation and cover necesarry expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-10
• S63 Uniform Securities Agent State Law Examination
  2005-07-22

Other Names

• Julian Muñoz Martinez