Jeffrey J. Mcavaddy

INFINITY TAX & FINANCIAL PLANNING

SEMINOLE, FL 33772

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CRD#: 4580991

Professional summary

Jeffrey James Mcavaddy, who also goes by Jeffrey Mcavaddy, is a registered financial advisor currently at INFINITY TAX & FINANCIAL PLANNING located in Seminole, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Mcavaddy

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.

INFINITY SEMINOLE, LLC POSITION: TAX PREPARER NATURE: TAX PREP INVESTMENT RELATED: NO NUMBER OF HOURS: 360 INVESTMENT RELATED HOURS: 0 START DATE: 09/04/2001 ADDRESS: 801 WEST ABY DRIVE STE 602, LARGO FL 33770 DESCRIPTION: PREPARE TAXES JEFF MCAVADDY POSITION: FINANCIAL ADVISOR NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 12/02/2008 ADDRESS: 801 WEST BAY DRIVE SUITE 100, LARGO FL 33770 DESCRIPTION: SALE OF INDEXED ANNUITIES AND FIXED ANNUITIES AMERICAN PORTFOLIOS ADVISORS, INC. FEE BASED ADVISORY BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Mcavaddy'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®

None

Experience

Current

December 19, 2024 - Present

INFINITY TAX & FINANCIAL PLANNING

Office #1: 10575 68th Ave N Suite D3, Seminole, FL 33772Office #2: 10575 68th Ave N Suite D3, Seminole, FL 33772

RIA

CRD#: 332590

SEMINOLE, FL

Past

October 11, 2024 - November 11, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Seminole, FL

Past

October 11, 2024 - November 11, 2024

OSAIC WEALTH, INC.

CRD#: 23131

Seminole, FL

Past

October 9, 2018 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

October 5, 2018 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Seminole, FL

Past

November 24, 2009 - October 19, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

LARGO, FL

Past

October 23, 2009 - October 19, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

LARGO, FL

Past

July 15, 2004 - October 19, 2009

QA3 FINANCIAL LLC

RIA

CRD#: 104957

LARGO, FL

Past

May 14, 2004 - October 19, 2009

QA3 FINANCIAL CORP.

CRD#: 14754

LARGO, FL

Past

May 28, 2003 - May 12, 2004

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

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.

Highlighted states indicate IAR registrations

IAR

Florida
(12/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/30/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/16/2003

General Securities Representative Examination

Current Firm

INFINITY TAX & FINANCIAL PLANNING

INFINITY INVESTMENT ADVISORS LLC | INFINITY TAX & FINANCIAL PLANNING

CRD#: 332590 / SEC#:

Alabama

Registered Investment Advisory firm - (11/12/2024 Approved)

Florida

Registered Investment Advisory firm - (12/6/2024 Approved)

Georgia

Registered Investment Advisory firm - (12/9/2024 Approved)

Texas

Registered Investment Advisory firm - (9/11/2024 Conditional Restricted)

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Contact information

Main Address

200 Clinton Ave West Suite 701, Huntsville, AL 35801

Mailing Address

Phone number

(256) 527-4214

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 31,098,201

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey J. Mcavaddy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Mcavaddy's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/30/2004

SIE

Date: 10/1/2018

Series 7

Date: 5/16/2003

Current Firm

INFINITY TAX & FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INFINITY TAX & FINANCIAL PLANNING

TRUST BUT VERIFY

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