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Dirk J

Series 63, Series 65

Portland, OR

Independent Financial Group, LLC

Dirk Jacobs is a financial advisor with Independent Financial Group, LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he is an insurance agent offering various insurance products and is the sole owner of DCJacobs Inc., a business entity established for tax and investment purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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