JA
Jeffery A. Acheson
INDEPENDENT FINANCIAL PARTNERS
St. Petersburg, FL 33607
Some features on this profile are disabled
CRD#: 706698
JA
Professional summary
Jeffery Allen Acheson, AIF®, CFP®, CPWA®, who also goes by Jeffery A Acheson, is a registered financial advisor currently at INDEPENDENT FINANCIAL PARTNERS located in St. Petersburg, Florida and IFP SECURITIES, LLC located in Tampa, Florida.
Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Jeffery has worked at 8 firms and has passed the Series 65, Series 63, Series 22TO, Series 6TO, SIE, Series 7, Series 1, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffery A Acheson
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) 04/27/2017 ADVANCED STRATEGIES GROUP, LLC DBA for activities as an IAR of IFP Advisors, LLC, as a RR of IFP Securities LLC and as an Insurance Agent placing non-variable insurance products primarily through IFP Insurance Group but at times extending to other insurance Brokerage General Agencies for non-variable business. 7540 Sawmill Parkway, Suite E. POWELL, OH 43065 100% owner 2. 03/15/2015 The National Association of Plan Advisors - 4245 N. Fairfax Drive Arlington VA 22203 - Non-Financial Related - Non-compensated member of the Leadership Council & Immediate Past President. 3. 04/15/18 The American Retirement Association - 4245 N. Fairfax Drive Arlington VA 22203 - Non-Financial Related - Non-compensated member of the Board of Directors. (2) American Retirement Association; Not Investment related; 4245 Fairfax Drive, Arlington, VA 22203; Non-Profit 501(c)(3); Volunteer; Non-compensated member of the Board of Directors; Start 4/9/18; 10 hrs/mo, 0 during trading. (3) National Association of Plan Advisors (NAPA); Not Investment related; 4245 N. Fairfax Drive, Arlington, VA 22203; Non-Profit 501(c)(3); Volunteer; Non-compensated Chairman of the NAPA Nonqualified Plan Advisor Certificate Education program and annual conference; start 3/15/15; 10 hrs/mo, 0 during trading. (4) Advanced Strategies Group, LLC; DBA; Investment related; 7540 Sawmill Parkway, Ste E, Powell, OH 43065; 100% Owner; DBA for activities as an IAR of IFP Advisors, LLC, as a RR of IFP Securities, LLC and as an Insurance Agent placing non-variable insurance products primarily through IFP Insurance Group but at times extending to other insurance Brokerage General Agencies for non-variable business; Start 4/7/17; 160 hrs/mo, 160 hrs/mo during trading. (5) Advanced Strategies Group, LLC - Investment Related - 7540 Sawmill Parkway, Suite E, Powell, OH 43065 - Owner/Consultant - Consulting and Educational Services helping other organizations and individuals advise their clients on NQDC Plans, business succession planning, and exit planning. start 5/1/2022 - 15 hrs/mo, 10 hrs/mo during trading hours. (6) AmberStrong Memorial Fund c/o The Columbus Foundation - not investment related - 1234 East Main Street Columbus OH 43205-1453 - 501(c)(3) Donor Advised Fund (DAF) - Volunteer - Creator of the DAF - start date 6/23/2023 - 10 hours/month - 5hours/month during trading - I am the creator of the DAF, solicit contributions to support charitable causes and direct which received donations from the DAF. (7) ASG Database Marketing Services, Inc. - not investment related - 3030 N Rocky Point Dr W Suite 700 Tampa FL 33607 - It is an entity created by Jeff and Tyler Acheson to hold a Salesforce license to create a database of law firms, lawyers, and lobbyists. This database will then be licensed to the Advanced Strategies Group, also owned by Jeff Acheson, to market financial services under its name and supervised by IFP. ASG DMS will provide technology support to ASG. - Owner - start date Nov. 1, 2024 - 20 hours/month - 20 hours/month during trading - Administrative duties
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Allen Acheson'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®
CFP®
Start date: 2013
Experience
Current
April 28, 2017 - Present
INDEPENDENT FINANCIAL PARTNERS
Office #1: 3030 N. Rocky Point Dr. W. Suite 700, St. Petersburg, FL 33607RIA
CRD#: 125112
St. Petersburg, FL
Current
May 23, 2019 - Present
IFP SECURITIES, LLC
Office #1: 3030 N. Rocky Point Dr. W. Ste 700, Tampa, FL 33607BD
CRD#: 297287
Tampa, FL
Past
April 28, 2017 - May 23, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
POWELL, OH
Past
July 15, 2014 - May 1, 2017
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
POWELL, OH
Past
July 15, 2014 - May 1, 2017
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
POWELL, OH
Past
October 31, 2008 - July 15, 2014
OSAIC SERVICES, INC.
RIA
CRD#: 133763
COLUMBUS, OH
Past
October 31, 2008 - July 15, 2014
OSAIC SERVICES, INC.
BD
CRD#: 133763
COLUMBUS, OH
Past
July 23, 2004 - July 14, 2014
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
RIA
CRD#: 128591
COLUMBUS, OH
Past
November 12, 2002 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
COLUMBUS, OH
Past
July 2, 2001 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
COLUMBUS, OH
Past
April 1, 1980 - July 9, 2001
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
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".
IF
INDEPENDENT FINANCIAL PARTNERS
3 PEAKS FINANCIAL | FIRST FINANCIAL OF CITRUS COUNTY | FIRST FEDERAL | FIORI FINANCIAL GROUP | FINSPIRE, LLC | FINANCIAL STRATEGIES GROUP | FINANCIAL RESOURCE CENTER | FINANCIAL PRESCRIPTIONS | FINANCIAL PLANNING & CONSULTING, LLC | FINANCIAL PARTNERS | FINANCIAL MANAGEMENT STRATEGIES | FIDELIS FIDUCIARY MANAGEMENT | FHD FINANCIAL | FARHAT FINANCIAL SERVICES | FAMILY WEALTH PLANNING PARTNERS | FAMILY RESIDENCE AND ESSENTILA ENTERPRISES | FAGO WEALTH MANAGEMENT | F4 WEALTH ADVISORS | EXEUNT, LLC | EXECUTAX FINANCIAL | EVS FINANCIAL | ERINE S TOLENTINO | EQUITY, INC. | EQUITY WEALTH MANAGEMENT | ENGLUND & LINDSTEADT FINANCIAL ADVISORS | ELLIS-SUMMER GROUP | EDD HOLDER & ASSOCIATES | EBERST WEALTH MANAGEMENT | E2E FINANCIAL | DTY WEALTH PLANNING SOLUTIONS | DT MOREHEAD, INC. | DIVORCE DIRECTION | DIVIDENT WEALTH MANAGEMENT | DIVDEND WEALTH MANAGEMENT | DIRECTIONAL INVESTMENTS | DILL FINANCIAL SERVICES | DICKMAN FINANCIAL SERVICES | DEW FINANCIAL MANAGEMENT GROUP | DEPTOLA | DELOIA WEALTH MANAGEMENT INC. | DELGADO WEALTH MANAGEMENT | DELANEY FINANCIAL GROUP | DELANCEY WEALTH MANAGEMENT, LLC | DEHAAN WEALTH MANAGEMENT | DCS RETIREMENT CONSULTANTS | DCS PENSIONMARK | DAWES WEALTH MANAGEMENT | DAVIS FINANCIAL | DAVIS ADVANTAGE WEALTH MANAGEMENT | DARPEL, DICKMAN & HARRIGAN WEALTH MANAGEMENT | DARPEL WEALTH MANAGEMENT | DAN T. PEACOCK & ASSOCIATES | D. MARTINI AND ASSOCIATES, INC. | CYPRESS CAPITAL | CYCAP, LLC | CUMMINGS CAPITAL MANAGEMENT | CT FINANCIAL INC | CS HUDGENS CAPITAL MANAGEMENT | COVENANT WEALTH MANAGEMENT | COTTON WEALTH MANAGEMENT ASSOCIATES, LLC | CORNERSTONE RETIREMENT ADVISORS, LLC | CORNERSTONE LEGACY WEALTH MANAGEMENT | CONNORS WEALTH MANAGEMENT | COLTON SMITH, LLC | COLLABORATIVE FINANCIAL SOLUTIONS, LLC | COGENT WEALTH MANAGEMENT, LLC | CLEARPOINT FINANCIAL | CLEAR FINANCIAL STRATEGIES | CLEAR ADVICE FINANCIAL | CHEPENIK FINANCIAL | CHANDLER O'REAR & ASSOCIATES | CHAMPION WEALTH MANAGEMENT | CERTA FINANCIAL PLANNING | CENTERPOINTE WEALTH MANAGEMENT | CDS WEALTH MANAGEMENT, INC. | CDS WEALTH MANAGEMENT | CBB FINANCIAL, INC. | CASTRINOS FINANCIAL | CASTNER JOSEPHS RETIREMENT GROUP INC | CASTERLIN & YOST FINANCIAL SERVICE GROUP | CAPITAL RETIREMENT GROUP | CAPITAL CONCLUSIONS CORPORATION | CAPITAL CONCLUSION CORPORATION | CANOPY ASSET MANAGEMENT | CANARY WEALTH STRATEGIES | CAMERON FINANCIAL MANAGEMENT | CALLESEN WEALTH MANAGEMENT | CALLAHAN WEALTH MANAGEMENT | CADEN CAPITAL | BUILDING FINANCIAL STRENGTH | BUELOW FINANCIAL GROUP | BRYSON WEALTH MANAGEMENT | BRYSON FINANCIAL | BROWNING AGENCY OF PONTE VEDRA, INC. | BROWN SERVICES GROUP | BROWN INVESTMENTS | BRIGHTON WEALTH MANAGEMENT | BRANDENBURG FINANCIAL | BOSCH FINANCIAL | BLUEROCK INVESTMENT SERVICES | BLUEPRINT WEALTH MANAGEMENT | BLUEPRINT RETIREMENT | BLUEPRINT FINANCIAL CORPORATION | BJORK ASSET MANAGEMENT | BJORK ASSET MANAGEMENT, INC. | BIG ROCK WEALTH MANAGEMENT | BENEFITS MATRIX, LLC | BENEDICT WEALTH ADVISORY GROUP, LLC | BELL WEALTH MANAGEMENT | BCG TERMINAL FUDNING CO. | BCG PENSIONMARK | BAY AREA WEALTH MANAGEMENT | BARNES CAPITAL GROUP | BARNES & COMPANY INVESTMENT COUNSEL | BANDCO TEVIS INVESTMENT STRATEGIES | BALANCED ASSET STRATEGIES, LTD. | BALANCED ASSET STRATEGIES | B GREEN WEALTH MANAGEMENT | AXIOS ADVISORY GROUP LTD | AWA INVESTMENT ADVISORS | AVILA INVESTMENTS & INSURANCE GROUP | AVENUE WEALTH MANAGEMENT | AUDET WEALTH ADVISORS | AUDET INVESTMENT MANAGEMENT, INC. | ATLANTIC CAPITAL ADVISORS | ATHANASSIE CAPITAL PARTNERS | ASSURE FINANCIAL SERVIXES, LLC | ASSURE FINANCIAL SERVICES, LLC | ASSET ADVISORS | ASHWOOD WEALTH MANAGEMENT | ARENA & BROWN RETIREMENT CONSULTANTS | ANTONETTI CAPITAL MANAGEMENT | ANCHOR WEALTH MANAGEMENT | AMERITRUST CAPITAL MANAGEMENT | AMELIA WEALTH MANAGEMENT | ALL BENEFITS CONSULTING CORP. | ALFORD-JUNGERS FINANCIAL | AFG, LLC | ADVOCATE CONSULTING GROUP | ADVANTAGE BENEFIT SERVICE | ADVANCED STRATEGIES GROUP, LLC | ACUMEN WEALTH ADVISORS | ACUMEN CAPITAL GROUP | ACCORDANCE PRIVATE WEALTH MANAGEMENT | 7620 DIXIE HIGHWAY, LLC | 401K PLAN PROFESSIONALS | 401K MATRIX | 401K ADVISORS, LLC | 401K ADVISORS INTERMOUNTAIN | 360 WEALTH MANAGEMENT...
CRD#: 125112 / SEC#: 801-69511
RIA
Registered Investment Advisory firm - (9/19/2008 Approved)Florida
Registered Investment Advisory firm - (9/26/2008 Terminated)Georgia
Registered Investment Advisory firm - (9/26/2008 Terminated)New York
Registered Investment Advisory firm - (1/10/2005 Cancelled)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
IAR
Colorado(4/28/2017)
RR
Colorado(5/23/2019)
IAR
Delaware(6/7/2024)
RR
District of Columbia(5/23/2019)
IAR
District of Columbia(5/2/2022)
IAR
Florida(5/9/2017)
RR
Florida(5/24/2019)
IAR
Georgia(3/6/2025)
IAR
Illinois(4/28/2017)
RR
Illinois(6/20/2019)
IAR
Maryland(4/28/2017)
RR
Maryland(5/23/2019)
IAR
Michigan(8/20/2021)
RR
Michigan(11/15/2023)
IAR
Nevada(5/3/2017)
RR
Nevada(5/23/2019)
RR
New Jersey(12/14/2022)
IAR
North Carolina(5/1/2017)
RR
North Carolina(5/23/2019)
IAR
Ohio(4/28/2017)
RR
Ohio(5/23/2019)
RR
Oklahoma(6/21/2022)
IAR
Oklahoma(6/21/2022)
IAR
Pennsylvania(4/28/2017)
RR
Pennsylvania(5/23/2019)
IAR
Rhode Island(8/17/2020)
RR
Rhode Island(4/25/2022)
IAR
South Carolina(4/28/2017)
IAR
Virginia(5/1/2017)
RR
Virginia(5/23/2019)
IAR
West Virginia(5/8/2017)
RR
West Virginia(5/23/2019)
IAR
Wisconsin(5/12/2017)
RR
Wisconsin(5/23/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/22/1980
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INDEPENDENT FINANCIAL PARTNERS
3 PEAKS FINANCIAL | FIRST FINANCIAL OF CITRUS COUNTY | FIRST FEDERAL | FIORI FINANCIAL GROUP | FINSPIRE, LLC | FINANCIAL STRATEGIES GROUP | FINANCIAL RESOURCE CENTER | FINANCIAL PRESCRIPTIONS | FINANCIAL PLANNING & CONSULTING, LLC | FINANCIAL PARTNERS | FINANCIAL MANAGEMENT STRATEGIES | FIDELIS FIDUCIARY MANAGEMENT | FHD FINANCIAL | FARHAT FINANCIAL SERVICES | FAMILY WEALTH PLANNING PARTNERS | FAMILY RESIDENCE AND ESSENTILA ENTERPRISES | FAGO WEALTH MANAGEMENT | F4 WEALTH ADVISORS | EXEUNT, LLC | EXECUTAX FINANCIAL | EVS FINANCIAL | ERINE S TOLENTINO | EQUITY, INC. | EQUITY WEALTH MANAGEMENT | ENGLUND & LINDSTEADT FINANCIAL ADVISORS | ELLIS-SUMMER GROUP | EDD HOLDER & ASSOCIATES | EBERST WEALTH MANAGEMENT | E2E FINANCIAL | DTY WEALTH PLANNING SOLUTIONS | DT MOREHEAD, INC. | DIVORCE DIRECTION | DIVIDENT WEALTH MANAGEMENT | DIVDEND WEALTH MANAGEMENT | DIRECTIONAL INVESTMENTS | DILL FINANCIAL SERVICES | DICKMAN FINANCIAL SERVICES | DEW FINANCIAL MANAGEMENT GROUP | DEPTOLA | DELOIA WEALTH MANAGEMENT INC. | DELGADO WEALTH MANAGEMENT | DELANEY FINANCIAL GROUP | DELANCEY WEALTH MANAGEMENT, LLC | DEHAAN WEALTH MANAGEMENT | DCS RETIREMENT CONSULTANTS | DCS PENSIONMARK | DAWES WEALTH MANAGEMENT | DAVIS FINANCIAL | DAVIS ADVANTAGE WEALTH MANAGEMENT | DARPEL, DICKMAN & HARRIGAN WEALTH MANAGEMENT | DARPEL WEALTH MANAGEMENT | DAN T. PEACOCK & ASSOCIATES | D. MARTINI AND ASSOCIATES, INC. | CYPRESS CAPITAL | CYCAP, LLC | CUMMINGS CAPITAL MANAGEMENT | CT FINANCIAL INC | CS HUDGENS CAPITAL MANAGEMENT | COVENANT WEALTH MANAGEMENT | COTTON WEALTH MANAGEMENT ASSOCIATES, LLC | CORNERSTONE RETIREMENT ADVISORS, LLC | CORNERSTONE LEGACY WEALTH MANAGEMENT | CONNORS WEALTH MANAGEMENT | COLTON SMITH, LLC | COLLABORATIVE FINANCIAL SOLUTIONS, LLC | COGENT WEALTH MANAGEMENT, LLC | CLEARPOINT FINANCIAL | CLEAR FINANCIAL STRATEGIES | CLEAR ADVICE FINANCIAL | CHEPENIK FINANCIAL | CHANDLER O'REAR & ASSOCIATES | CHAMPION WEALTH MANAGEMENT | CERTA FINANCIAL PLANNING | CENTERPOINTE WEALTH MANAGEMENT | CDS WEALTH MANAGEMENT, INC. | CDS WEALTH MANAGEMENT | CBB FINANCIAL, INC. | CASTRINOS FINANCIAL | CASTNER JOSEPHS RETIREMENT GROUP INC | CASTERLIN & YOST FINANCIAL SERVICE GROUP | CAPITAL RETIREMENT GROUP | CAPITAL CONCLUSIONS CORPORATION | CAPITAL CONCLUSION CORPORATION | CANOPY ASSET MANAGEMENT | CANARY WEALTH STRATEGIES | CAMERON FINANCIAL MANAGEMENT | CALLESEN WEALTH MANAGEMENT | CALLAHAN WEALTH MANAGEMENT | CADEN CAPITAL | BUILDING FINANCIAL STRENGTH | BUELOW FINANCIAL GROUP | BRYSON WEALTH MANAGEMENT | BRYSON FINANCIAL | BROWNING AGENCY OF PONTE VEDRA, INC. | BROWN SERVICES GROUP | BROWN INVESTMENTS | BRIGHTON WEALTH MANAGEMENT | BRANDENBURG FINANCIAL | BOSCH FINANCIAL | BLUEROCK INVESTMENT SERVICES | BLUEPRINT WEALTH MANAGEMENT | BLUEPRINT RETIREMENT | BLUEPRINT FINANCIAL CORPORATION | BJORK ASSET MANAGEMENT | BJORK ASSET MANAGEMENT, INC. | BIG ROCK WEALTH MANAGEMENT | BENEFITS MATRIX, LLC | BENEDICT WEALTH ADVISORY GROUP, LLC | BELL WEALTH MANAGEMENT | BCG TERMINAL FUDNING CO. | BCG PENSIONMARK | BAY AREA WEALTH MANAGEMENT | BARNES CAPITAL GROUP | BARNES & COMPANY INVESTMENT COUNSEL | BANDCO TEVIS INVESTMENT STRATEGIES | BALANCED ASSET STRATEGIES, LTD. | BALANCED ASSET STRATEGIES | B GREEN WEALTH MANAGEMENT | AXIOS ADVISORY GROUP LTD | AWA INVESTMENT ADVISORS | AVILA INVESTMENTS & INSURANCE GROUP | AVENUE WEALTH MANAGEMENT | AUDET WEALTH ADVISORS | AUDET INVESTMENT MANAGEMENT, INC. | ATLANTIC CAPITAL ADVISORS | ATHANASSIE CAPITAL PARTNERS | ASSURE FINANCIAL SERVIXES, LLC | ASSURE FINANCIAL SERVICES, LLC | ASSET ADVISORS | ASHWOOD WEALTH MANAGEMENT | ARENA & BROWN RETIREMENT CONSULTANTS | ANTONETTI CAPITAL MANAGEMENT | ANCHOR WEALTH MANAGEMENT | AMERITRUST CAPITAL MANAGEMENT | AMELIA WEALTH MANAGEMENT | ALL BENEFITS CONSULTING CORP. | ALFORD-JUNGERS FINANCIAL | AFG, LLC | ADVOCATE CONSULTING GROUP | ADVANTAGE BENEFIT SERVICE | ADVANCED STRATEGIES GROUP, LLC | ACUMEN WEALTH ADVISORS | ACUMEN CAPITAL GROUP | ACCORDANCE PRIVATE WEALTH MANAGEMENT | 7620 DIXIE HIGHWAY, LLC | 401K PLAN PROFESSIONALS | 401K MATRIX | 401K ADVISORS, LLC | 401K ADVISORS INTERMOUNTAIN | 360 WEALTH MANAGEMENT...
CRD#: 125112 / SEC#: 801-69511
RIA
Registered Investment Advisory firm - (9/19/2008 Approved)Florida
Registered Investment Advisory firm - (9/26/2008 Terminated)Georgia
Registered Investment Advisory firm - (9/26/2008 Terminated)New York
Registered Investment Advisory firm - (1/10/2005 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607
Mailing Address
Phone number
(813) 341-0960
Established
Firm type
Fiscal year end
# of Employees
267
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 45,782 |
| AUM (Assets Under Management) | $ 12,538,891,425 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/30/2023 | ||
| 08/28/2023 |
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.
Company Information
INDEPENDENT FINANCIAL PARTNERS
CRD#: 125112St. Petersburg, FL 33607TRUST BUT VERIFY
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