JC
Jessica S. Couvillion
INDEPENDENT FINANCIAL GROUP
Markville, LA 71351
Some features on this profile are disabled
CRD#: 4990622
JC
Professional summary
Jessica Sanchez Couvillion, who also goes by Jessica Ruth Sanchez, is a registered financial advisor currently at INDEPENDENT FINANCIAL GROUP, LLC located in Markville, Louisiana.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jessica has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Ruth Sanchez
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) COUVILLION CONSULTING, LLC POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/17/2007 ADDRESS: 458 Action Road, Suite A, Markville LA 71351, United States DESCRIPTION: 100% OWNER- COUVILLION CONSULTING, LLC OFFERING SALES OF VARIOUS INSURANCE. (2) RENTAL PROPERTY POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 458 Action Road, Suite A, Markville LA 71351, United States DESCRIPTION: 50% OWNER OF COMMERCIAL REAL ESTATE RENTAL. (3) RENTAL PROPERTY DBA COUVILLION HOLDINGS LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 458 Acton Road, Suite A, Markville LA 71351, United States DESCRIPTION: 50% OWNER OF COMMERCIAL REAL ESTATE RENTAL SINCE 2014. INVESTMENT RELATED. 10% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (4) HEALTH AGENTS FOR AMERICA (HAFA) POSITION: Board Member NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 458 Acton Road, Suite A, Markville LA 71351, United States DESCRIPTION: The HAFA board is a delegation representing our organization of independent health insurance agents (HAFA members). We maintain contact with state and federal legislatures to provide feedback in regulatory matters. (5) HEALTH AGENTS FOR AMERICA (HAFA) POSITION: Board Member Executive Vice President--term 1/1/24 to 12/31/26 NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 458 Acton Road, Suite A, Markville LA 71351, United States DESCRIPTION: The HAFA board is a delegation representing our organization of independent health insurance agents (HAFA members). We maintain contact with state and federal legislatures to provide feedback in regulatory matters.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Sanchez Couvillion's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jessica Sanchez Couvillion'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®
NoneExperience
Current
October 2, 2023 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 458 Acton Road Suite A, Markville, LA 71351RIA
BD
CRD#: 7717
Markville, LA
Current
December 12, 2007 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 458 Acton Road Suite A, Markville, LA 71351RIA
BD
CRD#: 7717
Markville, LA
Past
July 27, 2005 - January 4, 2008
LPL FINANCIAL LLC
BD
CRD#: 6413
MARKSVILLE, LA
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
Louisiana(12/12/2007)
IAR
Louisiana(10/2/2023)
Exams
State Security Law 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
