Jeff S. Boyd
INDEPENDENT FINANCIAL GROUP
San Diego, CA 92108
Some features on this profile are disabled
CRD#: 3262110
Professional summary
Jeff Scott Boyd, CFP®, who also goes by Jeffrey Scott Boyd, is a registered financial advisor currently at INDEPENDENT FINANCIAL GROUP, LLC located in San Diego, California.
Jeff is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jeff has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Scott Boyd
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) PHASE FOUR FINANCIAL SOLUTIONS POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2009 ADDRESS: 8880 Rio San Diego Drive #1098, San Diego CA 92108, United States DESCRIPTION: 100% OWNER DBA PHASE FOUR FINANCIAL SOLUTIONS PROVIDING INVESTMENT, ADVISORY SERVICES, AND INSURANCE (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 01/17/1999 ADDRESS: 8880 Rio San Diego Drive #1098, San Diego CA 92108, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS (3) TEULE KENYA BOARD MEMBER POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2022 ADDRESS: 2752 W. Canyon Ave., San Diego CA 92123, United States DESCRIPTION: Board Member for Non-Profit
CRS (Client Relationship Summary) - RIA
Click below to view Jeff Scott Boyd's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jeff Scott Boyd's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
July 6, 2011 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 8880 Rio San Diego Drive #1098, San Diego, CA 92108RIA
BD
CRD#: 7717
San Diego, CA
Current
July 6, 2011 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 8880 Rio San Diego Drive #1098, San Diego, CA 92108RIA
BD
CRD#: 7717
San Diego, CA
Past
August 12, 2008 - May 12, 2009
ADVANCED WEALTH PLANNING
RIA
CRD#: 147090
SAN DIEGO, CA
Past
June 27, 2008 - July 7, 2011
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
SAN DIEGO, CA
Past
June 25, 2008 - July 7, 2011
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
SAN DIEGO, CA
Past
May 22, 2002 - June 27, 2008
SPC
RIA
CRD#: 110692
LA MESA, CA
Past
February 9, 2002 - June 27, 2008
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
LA MESA, CA
Past
June 7, 2001 - February 9, 2002
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
January 9, 2001 - June 5, 2001
THE ADVISORS GROUP, INC.
BD
CRD#: 14035
BETHESDA, MD
Past
November 3, 1999 - November 8, 2000
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
July 26, 1999 - October 27, 1999
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
INDEPENDENT FINANCIAL GROUP, LLC
HAGERTY STEWART & ASSOCIATES LLC | INDEPENDENT FINANCIAL GROUP, LLC | INDEPENDENT FINANCIAL GROUP, INC | IFG FINANCIAL GROUP, LLC | HAGERTY, VAN MOURICK & LOGAN | HAGERTY, STEWART AND ASSOCIATES, INC. | HAGERTY, STEWART & ASSOCIATES, INC.
CRD#: 7717 / SEC#: 801-62667, 8-22870
RIA
Registered Investment Advisory firm - SEC (1/30/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/6/2011)
RR
Arkansas(4/19/2023)
RR
California(7/6/2011)
IAR
California(7/6/2011)
RR
Colorado(12/9/2014)
RR
Florida(12/3/2021)
RR
Georgia(4/27/2015)
RR
Hawaii(3/9/2015)
RR
Idaho(9/12/2017)
RR
Illinois(2/6/2025)
RR
Indiana(2/6/2025)
RR
Louisiana(9/11/2012)
RR
Maryland(6/14/2021)
RR
Michigan(7/6/2011)
RR
Minnesota(8/30/2017)
RR
Mississippi(12/2/2022)
RR
Missouri(7/19/2019)
RR
Montana(2/6/2025)
RR
Nebraska(4/6/2023)
RR
Nevada(6/25/2021)
RR
New Mexico(2/18/2025)
RR
Oregon(7/6/2011)
RR
Pennsylvania(4/6/2023)
RR
South Dakota(2/6/2025)
RR
Tennessee(8/24/2020)
RR
Texas(2/3/2012)
IAR
Texas(7/25/2014)
RR
Utah(1/13/2017)
RR
Virginia(7/6/2011)
RR
Washington(7/6/2011)
RR
Wyoming(10/2/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
INDEPENDENT FINANCIAL GROUP, LLC
HAGERTY STEWART & ASSOCIATES LLC | INDEPENDENT FINANCIAL GROUP, LLC | INDEPENDENT FINANCIAL GROUP, INC | IFG FINANCIAL GROUP, LLC | HAGERTY, VAN MOURICK & LOGAN | HAGERTY, STEWART AND ASSOCIATES, INC. | HAGERTY, STEWART & ASSOCIATES, INC.
CRD#: 7717 / SEC#: 801-62667, 8-22870
RIA
Registered Investment Advisory firm - SEC (1/30/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
12671 High Bluff Drive Suite 200, San Diego, CA 92130
Mailing Address
12671 High Bluff Drive Suite 200, San Diego, CA 92130
Phone number
(858) 436-3180
Established
Delaware since 07/09/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
622
SEC notice filing (52 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INDEPENDENT FINANCIAL GROUP, INC. | OWNER | |
| DAVIS, SCOTT EARLE | CFO & FINOP | 7160800 |
| DENNEN, BRIAN | CCO BROKERAGE & ADVISORY | 3239786 |
| FISCHER, DAVID ALLEN | MANAGING DIRECTOR | 1634222 |
| HEISING, SCOTT ALLEN | CHIEF EXECUTIVE OFFICER/ MANAGING DIRECTOR | 2192259 |
| KEEFE, KEVIN MICHAEL | PRESIDENT, COO | 1869560 |
| KREISMAN, SARAH JILL | SVP & GENERAL COUNSEL | 2671706 |
| PEARSON, TROY DALE | ROSFP | 2413897 |
Regulatory assets under management
| Total Number of Accounts | 44,046 |
| AUM (Assets Under Management) | $ 11,322,059,063 |
Disclosures
| Regulatory Event | 15 |
| Arbitration | 2 |
| Bond | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
