Jon Murrow Greulich

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

• 11/2010 → 08/2020
  Bb&T/John Burman Insurance
  San Diego, CA
• 10/2017 → Present
  Independent Financial Group
  San Diego, CA
• 02/2011 → 10/2017
  Principal Securities
  San Diego, CA
• 08/2020 → Present
  Bwood Insurance Services
  San Diego, CA

Previous Registrations

• 2012-03-22 → 2017-11-07
  Principal Securities, Inc.
  San Diego, CA
• 2000-02-02 → 2010-11-10
  Equitable Advisors, Llc
  San Diego, CA
  San Diego, CA

Other Businesses

(1) BWOOD INSURANCE SERVICES POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 08/10/2020 ADDRESS: 4032 Wabaska Dr, San Diego CA 92107, United States DESCRIPTION: Selling employee benefits plans to companies and organizations. (2) C3 INSURANCE POSITION: Producer NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/15/2022 ADDRESS: San Diego CA 92107, United States DESCRIPTION: Working with clients on group health plans. (3) LEXINGTON HILLS APARTMENTS POSITION: Investor NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2024 ADDRESS: 4116 Lexington Ave, Eagan MN 55123, United States DESCRIPTION: Passive investor in apartments

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-20
• S63 Uniform Securities Agent State Law Examination
  1998-12-08

Other Names

• Jon Greulich