linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffery Grant Iseler

Independent Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffery? Claim Your Profile

About Jeffery Grant Iseler

Jeffery Grant Iseler is a financial advisor with Independent Financial Group, LLC, based in Clearwater Beach, Florida. Jeffery has been working in the financial industry since 1998. He is a registered representative and investment advisor representative in Florida and Texas, and holds Series 7, 31, and 63 securities licenses, as well as the SIE and Series 65 licenses. Prior to joining Independent Financial Group, LLC, Jeffery held positions at Ameriprise Financial Services, LLC, JHS Capital Advisors, LLC, and Morgan Stanley Smith Barney, among others.

Firm Information

Jeffery Iseler is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffery Iseler’s Registration & Firm History

FL

04/30/2024 - Present

Independent Financial Group, LLC (CLEARWATER BEACH FL)

FL

12/10/2021 - 04/30/2024

J.W. COLE FINANCIAL, INC. (Tampa FL)

FL

08/14/2015 - 12/14/2021

AMERIPRISE FINANCIAL SERVICES, LLC (TAMPA FL)

FL

01/06/2012 - 08/14/2015

JHS CAPITAL ADVISORS, LLC (TAMPA FL)

FL

06/01/2009 - 01/17/2012

MORGAN STANLEY SMITH BARNEY (TAMPA FL)

FL

02/12/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)

FL

05/10/1999 - 02/13/2007

MORGAN STANLEY DW INC. (TAMPA FL)

FL

01/04/1999 - 04/26/1999

GSG SECURITIES, INC. (BOCA RATON FL)

CO

10/20/1998 - 01/04/1999

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

Not sure if Jeffery Grant Iseler is right for you?

Licenses & Designations

IA

Issued 05/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 10/19/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jeffery Grant Iseler. Review regulatory record here.
Not sure if Jeffery Grant Iseler is right for you?