Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Acheson is an investment advisor representative at Independent Financial Partners. Jeffery has been in the financial services industry since 1980 and has been registered as a financial advisor since 1998. Jeffery has a Series 65, Series 63, Series 24 and Series 26 license. He is a Certified Financial Planner™ professional and has experience in financial planning, pension consulting and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
05/12/2017 - Present
Independent Financial Partners (St. Petersburg FL)
OH
04/28/2017 - 05/23/2019
LPL FINANCIAL LLC (POWELL OH)
OH
07/15/2014 - 05/01/2017
AXA ADVISORS, LLC (POWELL OH)
OH
10/31/2008 - 07/15/2014
SAGEPOINT FINANCIAL, INC. (COLUMBUS OH)
OH
07/02/2001 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (COLUMBUS OH)
TX
04/01/1980 - 07/09/2001
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 10/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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