Bryce J Jones

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	2024-10-24
UT	RA	APPROVED	2022-10-13

TX RA
APPROVED_RES

Since 2024-10-24
UT RA
APPROVED

Since 2022-10-13

Branch Locations

Washington, UT • 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 Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Saint George	UT	06/2014	10/2022
Bank Of America, N.A.	Saint George	UT	10/2014	10/2022
Independent Financial Group, Llc	Washington	UT	10/2022	Present

06/2014 → 10/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint George, UT
10/2014 → 10/2022

Bank Of America, N.A.

Saint George, UT
10/2022 → Present

Independent Financial Group, Llc

Washington, UT

Previous Registrations

2014-09-18 → 2022-10-11

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint George, UT

Newport Beach, CA

Other Businesses

(1) WITTWER, INC POSITION: Employee NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/15/2022 ADDRESS: 390 N Mall Dr. St George UT 84790, United States DESCRIPTION: BOARD MEMBER FOR FAMILY OWNEDD BUSINESS. (2)HIGH DESERT OMEGAS, LLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: Washington UT 84780, United States DESCRIPTION: REAL ESTATE HOLDING COMPANY. (3) RENTAL PROPERTIES POSITION: PROPERTY OWNER. NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: Washington UT 84780, United States DESCRIPTION: RENTAL PROPERTIES. (4) CRYSTAL INVESTMENTS, LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2008 ADDRESS: Washington UT 84780, United States DESCRIPTION: BUSINESS TAX ENTITY FOR RENTAL PROPERTIES. (5) CYMBO SYSTEMS, INC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2008 ADDRESS: Washington UT 84780, United States DESCRIPTION: SUPPORT STAFF. (6) JONESLASERWORKS POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2020 ADDRESS: Washington UT 84780, United States DESCRIPTION: ETSY STORE FRONT. (7) CARRY YOU FOUNDATION POSITION: Secretary and Board Member. NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2023 ADDRESS: Washington UT 84780, United States DESCRIPTION: Board of directors for non-profit organization. (8) LEXOR WEALTH MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 143 START DATE: 10/13/2022 ADDRESS: 306 W River Willow Lane, Washington UT 84780, United States DESCRIPTION: DBA for Financial Services office of IFG