FOR IMMEDIATE RELEASE
August 1, 2014
INDEPENDENT FINANCIAL GROUP, LLC ADDS KEY STAFF TO CORPORATE OFFICE
Jason Benham to head Retirement Services Division
San Diego, CA – Independent broker-dealer, Independent Financial Group, LLC (IFG) announced today the addition of Jason Benham, Director of Retirement Services and Practice Development. Mr. Benham is responsible for with all services relating to retirement planning for IFG’s over 500 financial advisors. Additionally, he will develop business growth strategies and analyses of branch infrastructures.
“We’re incredibly excited to have Jason here, with Independent Financial Group,” comments David A. Fischer, CMO and Managing Director of the firm. He continues, “With Jason’s experience and seasoned knowledge of the retirement space – IFG will be able to provide a comprehensive level of support to our affiliated financial advisors.”
“I’m thrilled to be a part of the team and excited about the opportunity to build out the retirement offering here at IFG,” explains Jason Benham. He adds, “[Our program] will enable our advisors to compete more effectively and successfully in an underserved market.”
About Jason Benham
Jason comes to Independent Financial Group from LPL Financial with over 10 years of experience. Most recently, he was Assistant Vice President for LPL’s Retirement Consulting Group where he was responsible for these areas. Jason has a Bachelor of Arts in Political Science from San Diego State University and holds a Series 7, 63 and 65. He is also an Accredited Investment Fiduciary, AIF®.
About Independent Financial Group, America’s Finest Broker-Dealer®
Independent Financial Group, LLC serves the needs of independent financial advisors nationwide. Renowned for their first-class customer service, the company specializes in individual wealth management and institutional retirement plan solutions for their financial advisors. IFG’s corporate office now supports more than 550 independent registered representatives across the country. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the past several years and won acclaim in 2006 with their #1 rank on the list. Their notable success has been recognized in numerous financial services industry publications and most recently, received a #4 ranking and 9.6 score in REP. Magazine’s Independent Broker-Dealer Report Card. Independent Financial Group has also gained Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list. IFG celebrated its 10th anniversary in 2013, ending the year with a record $96.6 million in total revenues.