Jeffery Dean Bricker

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

• 08/2009 → Present
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2005-04-07 → 2006-12-31
  Waterstone Financial Group, Inc.
  Kent, OH
  Kent, OH
• 1999-10-18 → 2005-04-29
  Raymond James Financial Services, Inc.
  Ravenna, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-01-03

Other Names

• Jeffrey Bricker