Jeremy Wilkins Laub

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

• 01/2013 → 12/2017
  Commonwealth Financial Network
  San Diego, CA
• 09/2008 → 12/2017
  Monarch Retirement Group
  San Diego, CA
• 01/2018 → 07/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2018 → 07/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2025 → Present
  Independent Financial Group, Llc
  El Cajon, CA

Previous Registrations

• 2018-01-02 → 2025-07-16
  Cambridge Investment Research Advisors, Inc.
  El Cajon, CA
  San Diego, CA
  La Mesa, CA
  El Cajon, CA
• 2013-01-18 → 2017-12-31
  Commonwealth Financial Network
  San Diego, CA
• 2008-09-02 → 2013-01-30
  Sii Investments, Inc.
  San Diego, CA
  San Ramon, CA
  Appleton, WI
  San Ramon, CA
• 2006-10-13 → 2008-12-31
  The Retirement Group
  San Diego, CA
• 2006-08-24 → 2006-10-04
  Ssn Advisory, Inc.
  Suite 217, CA
• 2002-01-03 → 2006-08-28
  The Retirement Group
  San Diego, CA

Other Businesses

LAUB FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2018 ADDRESS: 1651 E Main Street, El Cajon CA 92021, United States DESCRIPTION: Owner/Operator LAUB MUSIC POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 14863 Quail Valley Way, El Cajon CA 92021, United States DESCRIPTION: Live music performer EAST COUNTY HOME SOLUTIONS POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 14863 Quail Valley Way, El Cajon CA 92021, United States DESCRIPTION: Handyman

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-24
• S63 Uniform Securities Agent State Law Examination
  1999-02-02

Other Names

• Jeremy Joseph Wilkins