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Jacob Hurley

Independent Financial Partners

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About Jacob Hurley

Jacob Hurley is an active Registered Representative and Investment Advisor Representative in Florida. Jacob has been in the securities industry since 2021 and is currently registered with Independent Financial Partners. Jacob obtained his Series 7TO, Series 24 and SIE licenses. Jacob's areas of specialization include providing investment advice, financial planning, and portfolio management services for individuals and businesses. Jacob's professional background also includes experience in property investment and serving as a VP and Treasurer Reserve for a homeowners association.

Firm Information

Jacob Hurley is currently registered with Independent Financial Partners. Independent Financial Partners is a financial advisory firm headquartered in Tampa, Florida. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm manages over $9.7 billion in assets for clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Independent Financial Partners

3030 NORTH ROCKY POINT DRIVE WEST

TAMPA, FL 33607

$9.76B

Assets Under Management

Not reported

Total Clients

264

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary investment advice

Non-discretionary investment advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under advisement

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Jacob Hurley’s Registration & Firm History

FL

01/06/2025 - Present

Independent Financial Partners (TAMPA FL)

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Licenses & Designations

BC

Issued 09/01/2021

Series 24 - General Securities Principal Examination

BC

Issued 04/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jacob Hurley. Review regulatory record here.
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