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Justin Matthew Connors

Independent Financial Partners

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About Justin Matthew Connors

Justin Connors is an investment advisor representative with Independent Financial Partners. Justin has been in the industry since 1998 and is registered in nine states. Justin offers a wide range of investment services, including financial planning, portfolio management, and non-discretionary investment advice. Justin also provides pension consulting and educational seminars.

Firm Information

Justin Connors 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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Justin Connors’s Registration & Firm History

FL

02/06/2021 - Present

Independent Financial Partners (COCOA BEACH FL)

FL

09/08/2009 - 05/23/2019

LPL FINANCIAL LLC (COCOA BEACH FL)

FL

04/24/2009 - 10/01/2009

MUTUAL SERVICE CORPORATION (COCOA BEACH FL)

FL

04/16/2002 - 04/28/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (COCOA BEACH FL)

NY

07/14/1998 - 04/18/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 11/20/2008

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/24/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/22/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 07/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Justin Matthew Connors. Review regulatory record here.
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