Jonathan William Lennox

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

• 05/2011 → 04/2017
  Usaa Financial Advisors, Inc.
  Addison, TX
• 05/2011 → 04/2017
  Usaa Financial Planning Services `
  Addison, TX
• 06/2017 → Present
  Independent Financial Group
  Grapevine, TX

Previous Registrations

• 2011-05-25 → 2017-05-05
  Usaa Financial Planning Services
  Dallas, TX
  Addison, TX
• 2005-09-15 → 2011-05-17
  Riverstone Wealth Management, Inc.
  Dallas, TX
  Dallas, TX
  Grapevine, TX
  San Antonio, TX
• 2001-09-27 → 2005-08-29
  Morgan Stanley Dw Inc.
  Corpus Chris, TX

Other Businesses

(1) LENNOX WEALTH STRATEGIES POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1257 Falcon Drive, Grapevine TX 76051, United States DESCRIPTION: 100% OWNER OF LENNOX WEALTH STRATEGIES A TAX CONDUIT (2) RENTAL PROPERTY POSITION: owner of rental property NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 1257 Falcon Drive, Grapevine TX 76051, United States DESCRIPTION: OWNER OF RESIDENTIAL RENTAL PROPERTY (3) CATEGORY 23 HOLDINGS POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2022 ADDRESS: 1257 Falcon Drive, Grapevine TX 76051, United States DESCRIPTION: HOLDING COMPANY. LAKEPOINT HOA POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2024 ADDRESS: 2425 N. Central Expwy, ste 500, richardson TX 75080, United States DESCRIPTION: board votes for repairs, landscaping contracts and added community benefits on how to use funds. RENTAL PROPERTY POSITION: owner of home and renting it out. NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 3544 Mercury Dr, Grapevine TX 76051, United States DESCRIPTION: Homeowner is responsible for making repairs, renter is responsible for general upkeep. RENTAL PROPERTY POSITION: owner of rental property NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 929 Water Oak Dr, Grapevine TX 76051, United States DESCRIPTION: (1) OWNER OF RESIDENTIAL RENTAL PROPERTY SINCE 2014. NON-INVESTMENT RELATED. 1% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS IN GRAPEVINE TX.

Exams

• S66 Uniform Combined State Law Examination
  2001-09-26

Designations

• Certified Financial Planner