James
Vondrak

Independent Financial Partners

CRD#2633578
Investment Advisor
in Tampa, FL

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About this Advisor

James Vondrak is a certified financial planner and chartered financial consultant operating out of Tampa, Florida with 19 years of industry experience. Vondrak is an employee of Independent Financial Partners. Vondrak has gained experience at Lpl Financial LLC, Independent Financial Partners and Ifp Securities, LLC. Vondrak holds a Series 63 license, certifying them as a securities broker, and can work in Florida, Illinois, Oregon and Texas. Independent Financial Partners is an advisory business operating out of Tampa, FL. The investment advisory business has offices in 155 locations and a total of 273 people on staff. It manages $9 billion in total assets across its 34,487 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 85 charitable organizations. Of its 34,487 client accounts, just 13% belong to high-net-worth clients who have at least $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on which services are offered. However, fees billed by Independent Financial Partners most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Tampa, FL

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$8,915,756,449

FL Average: $1,855,561,029
Total Number of Employees

273

FL Average: 62
Total Number of Accounts

34,487

FL Average: 2,474
Average Account Size

$258,525

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

James Vondrak Work History

James has been registered as a financial advisor for 19 years.*

2019 - Present (5 years)

Ifp Securities, LLC

2010 - Present (14 years)

Independent Financial Partners

2009 - 2019 (10 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Vondrak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Partners

Matthew Buckman
Ocala, FL
Peter Nunley
Tampa, FL
Mark Christensen
Tampa, FL
Shelly Wohler
Milwaukee, WI
Steve Rodriguez
Florence, KY
Peter Gregory
Edmond, OK
Michael Carballo
Miami, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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