Suanne Yvonne Jones

Employer firm

American Independent Securities Group, LLC CRD 135288

$986M regulatory AUM 4,385 advisory clients

Reported services (Item 5G)

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

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

Current Employers

American Independent Securities Group, Llc

664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2006-01-09

OR RA
APPROVED

Since 2006-01-09

Branch Locations

664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA

664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States

Eugene, OR • 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
American Independent Securities Group, Llc	Eagle	ID	10/2005	Present

10/2005 → Present

American Independent Securities Group, Llc

Eagle, ID

Previous Registrations

2003-10-28 → 2004-04-28

Transamerica Financial Advisors, Llc

Portland, OR

Other Businesses

Inspired Retirements, DBA. Insurance Sales, Estate Planning, Financial Planning, Investments, Charitable Planning. Speaker, Author, Life, annuity, LTC, DI. 1716 G STREET SPRINGFIELD, OR 97447. Owner or Shareholder; Consultant; Agent or Representative. 25 HRS/WEEK DURING TRADING HOURS, 35 hrs total. INVESTMENT RELATED and some not. COMPENSATED BY COMMISSIONS BASED ON INSURANCE PRODUCTS. >60% Annual Income from this Activity.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1996-06-22

S66 Uniform Combined State Law Examination

1996-06-22

Designations

Certified Financial Planner

Other Names

Suanne Yvonne Smith

View on SEC IAPD