John Raymond Pearson

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

• 08/2009 → Present
  Npb Financial Group, Llc
  Burbank, CA
• 07/2022 → Present
  Independent Financial Group, Llc
  Santa Rosa, CA

Previous Registrations

• 2009-08-24 → 2022-07-15
  Npb Financial Group, Llc
  Santa Rosa, CA
  Santa Rosa, CA
• 2007-07-16 → 2009-08-25
  Associated Securities Corp.
  Santa Rosa, CA
  Santa Rosa, CA
• 1997-07-08 → 2009-08-25
  Associated Planners Investment Advisory Inc
  Santa Road, CA
  Rohnert Park, CA

Other Businesses

(1) OUTSIDE INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/1986 ADDRESS: 1400 Guerneville Road, Suite #14, Santa Rosa CA 95403, United States DESCRIPTION: OUTSIDE INSURANCE. (2) JOHN R PEARSON CFP POSITION: DBA Name for Marketing Purposes Only CFP NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/1986 ADDRESS: 1400 Guerneville Road, Suite #14, Santa Rosa CA 95403, United States DESCRIPTION: DBA NAME FOR MARKETING PURPOSES. (3) REAL ESTATE MANAGEMENT POSITION: My wife manages the Duplex while I manage the contractors if repairs are needed. NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 427 N Cloverdale Blvd, Cloverdale CA 95425, United States DESCRIPTION: My wife manages the tenants and rental cash flow while I manage the contractors when needed.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-26

Designations

• Certified Financial Planner