Jason Lee Barney

Current Employers

Employment History

• 09/2011 → Present
  Independent Financial Group, Llc
  San Diego, CA
• 09/2011 → Present
  Wealth Alliance Llc
  San Diego, CA

Previous Registrations

• 2008-11-24 → 2011-12-09
  Crosswind Advisory Llc
  San Diego, CA
• 2008-11-04 → 2008-11-14
  United Planners' Financial Services Of America A Limited Partner
  San Diego, CA
• 2002-10-24 → 2008-11-13
  Hornor, Townsend & Kent, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2001-12-11 → 2002-10-01
  Msi Financial Services, Inc.
  San Diego, CA

Other Businesses

(1) WEALTH ALLIANCE POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/30/2011 ADDRESS: 1870 Cordell Court, Suite 106, El Cajon CA 92020, United States DESCRIPTION: IAR AT WEALTH ALLIANCE A REGISTERED RIA AND DBA USED FOR MARKETING SECURITIES AND ADVISORY SERVICES. (2) JASON BARNEY POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 1870 Cordell Court, Suite 106, El Cajon CA 92020, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS SINCE 1999. INVESTMENT RELATED. 5% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (3) WEALTH ALLIANCE TAX AND FINANCIAL SERVICES LLC POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 07/01/2013 ADDRESS: 1870 Cordell Court, Suite 106, El Cajon CA 92020, United States DESCRIPTION: 100% OWNER OF WEALTH ALLIANCE TAX AND FINANCIAL SERVICES LLC PROVIDING TAX PREP, BOOKKEEPING, AND PAYROLL PROCESSING. (4) RENTAL PROPERTY POSITION: 50% owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 1870 Cordell Court, Suite 106, El Cajon CA 92020, United States DESCRIPTION: Rental property (5) INDEPENDENT FINANCIAL GROUP: Yes, It is investment related, 12671 High Bluff Dr. #200, San Diego Ca 92130, Broker Dealer, Registered Representative, started 09/2011, 60 Hours a month of which 40 are during securities trading hours, performs registered representative duties of sales of securities offered through the Broker Dealer. JACQUELYN BARNEY THOMAS TRUST POSITION: Co-Trustee NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2025 ADDRESS: 1870 Cordell Court, Suite 106, El Cajon CA 92020, United States DESCRIPTION: Act as co-trustee of my aunt's estate/trust, authorize sale of home, pay expenses, provide accounting and tax preparation for the trust, distribute proceeds to beneficiaries as directed by the decedent's trust.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-24
• S63 Uniform Securities Agent State Law Examination
  1999-02-10

Designations