John W. Giehrl

FINANCIAL INDEPENDENCE ADVISORS

Jacksonville, FL 32224

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CRD#: 5239188

Professional summary

John W Giehrl, who also goes by John W. Giehrl, is a registered financial advisor currently at FINANCIAL INDEPENDENCE ADVISORS, LLC located in Jacksonville, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John W. Giehrl

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) Woodlands Creek Homeowners Association; Investment-related; Ponte Vedra Beach, FL; Treasurer; Start 2012; 2-3 HR/MO; 0 hrs during trading hours; Prepare monthly reports; Attend board meetings

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John W Giehrl's CRS (Customer Relationship Summary).

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

February 19, 2023 - Present

FINANCIAL INDEPENDENCE ADVISORS, LLC

Office #1: 4350 Pablo Professional Court, Jacksonville, FL 32224

RIA

CRD#: 317193

Jacksonville, FL

Past

May 7, 2007 - June 1, 2010

PLE WEALTH MANAGEMENT

RIA

CRD#: 130274

JACKSONVILLE, FL

Past

March 20, 2007 - June 1, 2010

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

JACKSONVILLE, FL

Past

January 19, 2007 - June 1, 2010

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

JACKSONVILLE, FL

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".

FINANCIAL INDEPENDENCE ADVISORS, LLC

CRD#: 317193 / SEC#: 801-127735

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

Florida

Registered Investment Advisory firm - (1/26/2022 Approved)

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
(2/19/2023)

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: 3/7/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/18/2007

General Securities Representative Examination

Current Firm

FINANCIAL INDEPENDENCE ADVISORS, LLC

CRD#: 317193 / SEC#: 801-127735

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

Florida

Registered Investment Advisory firm - (1/26/2022 Approved)

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Contact information

Main Address

4350 Pablo Professional Court, Jacksonville, FL 32224

Mailing Address

Phone number

(904) 605-4545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FINANCIAL INDEPENDENCE ADVISORS, LLC FIRM BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	359
AUM (Assets Under Management)	$ 160,979,954

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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John W. Giehrl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John W Giehrl's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL INDEPENDENCE ADVISORS, LLC

PLE WEALTH MANAGEMENT

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

FINANCIAL INDEPENDENCE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2007

Series 7

Date: 1/18/2007

Current Firm

FINANCIAL INDEPENDENCE ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL INDEPENDENCE ADVISORS, LLC

TRUST BUT VERIFY

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