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Jennifer Kristen Morris-Montes

Independent Financial Group, LLC

Arcadia, CA

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Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-07
CA RA APPROVED 2025-03-11
  • TX RA
    APPROVED
    Since 2026-07-07
  • CA RA
    APPROVED
    Since 2025-03-11

Branch Locations

255 E. Santa Clara St. Ste. 300, Arcadia, CA 91006 • 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
OrganizationCityStateFromTo
Professional Advisory Services Arcadia CA 03/2022 Present
Unemployed Rancho Cucamonga CA 06/2021 03/2022
The Law Offices Of Hart, Mieras, Morris Arcadia CA 05/2020 05/2021
Unemployed Rancho Cucamonga CA 07/2019 05/2020
Independent Financial Group, Llc Arcadia CA 07/2022 Present
Self Employed/Homemaking Monrovia CA 01/2012 12/2016
Vip System Design, Llc Rancho Cucamonga CA 08/2015 Present
Core Medical Group Manchester NH 12/2016 05/2017
The Technology Depot Monrovia CA 06/2017 12/2017
Unemployed Rancho Cucamonga CA 01/2018 04/2018
Rose International Rancho Cucamonga CA 04/2018 07/2019
  • 03/2022 → Present
    Professional Advisory Services
    Arcadia, CA
  • 06/2021 → 03/2022
    Unemployed
    Rancho Cucamonga, CA
  • 05/2020 → 05/2021
    The Law Offices Of Hart, Mieras, Morris
    Arcadia, CA
  • 07/2019 → 05/2020
    Unemployed
    Rancho Cucamonga, CA
  • 07/2022 → Present
    Arcadia, CA
  • 01/2012 → 12/2016
    Self Employed/Homemaking
    Monrovia, CA
  • 08/2015 → Present
    Vip System Design, Llc
    Rancho Cucamonga, CA
  • 12/2016 → 05/2017
    Core Medical Group
    Manchester, NH
  • 06/2017 → 12/2017
    The Technology Depot
    Monrovia, CA
  • 01/2018 → 04/2018
    Unemployed
    Rancho Cucamonga, CA
  • 04/2018 → 07/2019
    Rose International
    Rancho Cucamonga, CA
Other Businesses

(1) PROFESSIONAL ADVISORY SERVICES, INC. POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 255 E. Santa Clara St., Ste. 300, Arcadia CA 91006, United States DESCRIPTION: REGISTERED REPRESENATATIVE. (2) THE LAW OFFICES OF ART, MIERAS, MORRIS, INC POSITION: Volunteer NATURE: Attorney, Legal Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 255 E SANTA CLARA ST., STE. 300, ARCADIA CA 91006, United States DESCRIPTION: PAY BILLS AND OFFICE EXPENSES. (3) VIP SYSTEM DESIGN, LLC POSITION: ASSISTANT NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 255 E Santa Clara St., Ste. 210, Arcadia CA 91006, United States DESCRIPTION: ASSISTANCE FOR IMPLEMENTATOIN AND TRAINING ON NEW PHONE SYSTEMS. (4) MAS WEALTH GROUP POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/11/2025 ADDRESS: 255 E. Santa Clara St., Ste. 300, Arcadia CA 91006, United States DESCRIPTION: DBA Name for Marketing Purposes Only (5) PROFESSIONAL ADVISORY SERVICES, INC. POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 255 E. Santa Clara St., Ste. 300, Arcadia CA 91006, United States DESCRIPTION: REGISTERED REPRESENATATIVE TO MEET WITH & ADVISE CLIENTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-11
S63 Uniform Securities Agent State Law Examination 2023-07-25
  • S66 Uniform Combined State Law Examination
    2025-02-11
  • S63 Uniform Securities Agent State Law Examination
    2023-07-25
Other Names
  • Jennifer Kristen Morris
  • Jennifer Kristin Waters
  • Jennifer Kristen Waters

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