John Marc Lord

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

• 05/2013 → Present
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2004-03-22 → 2013-05-21
  Hornor, Townsend & Kent, Llc
  San Diego, CA
  San Diego, CA
• 2003-09-15 → 2004-08-12
  Wealth Analytics, Inc.
  San Diego, CA

Other Businesses

(1) JML FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2014 ADDRESS: 3111 Camino Del Rio North, 4th Floor, San Diego CA 92108, United States DESCRIPTION: 100% owner of DBA used for marketing purposes (2) JML FINANCIAL POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2023 ADDRESS: 3636 Camino Del Rio North, Ste. 170, San Diego CA 92108, United States DESCRIPTION: Tax preparation and planning (3) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 3111 Camino Del Rio North, 4th Floor, San Diego CA 92108, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS (4) CROWN CITY RESTAURANT GROUP DBA LIBERTY CALL DISTILLING POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 1985 National Ave, #1131, San Diego CA 92113, United States DESCRIPTION: 50% OF RESTAURANT JML FINANCIAL POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1999 ADDRESS: 3636 Camino Del Rio North, Ste. 170, San Diego CA 92108, United States DESCRIPTION: Tax preparation and consulting

Exams

• S66 Uniform Combined State Law Examination
  2001-07-26
• S63 Uniform Securities Agent State Law Examination
  1999-06-11

Designations

• Certified Financial Planner
• Chartered Financial Analyst