Jerry
Bulaclac

Independent Financial Partners

CRD#4851069
Investment Advisor
in Tampa, FL

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About this Advisor

Jerry Bulaclac is a financial advisor operating in Tampa, Florida with 11 years of relevant experience. Bulaclac currently works for Independent Financial Partners. Over the course of their career, they have held roles at Lpl Financial LLC, Independent Financial Partners and Ifp Securities, LLC. Bulaclac maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Independent Financial Partners is a financial advisory company that has its headquarters in Tampa, FL. The investment advisory business has offices in 155 locations and a total of 273 advisors. It has $9 billion in total assets across its 34,487 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 85 charitable organizations. Of its 34,487 accounts, just 13% are held by high-net-worth investors who have at least $1 million in assets. The business performs a broad set 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. A financial advisor's fees typically vary depending on the services offered. Fee types charged by Independent Financial Partners can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

11 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

3030 North Rocky Point Drive West Suite 700
Tampa, FL 33607

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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

Jerry Bulaclac Work History

Jerry has been registered as a financial advisor for 11 years.*

2019 - Present (5 years)

Ifp Securities, LLC

2012 - Present (12 years)

Independent Financial Partners

2012 - 2019 (7 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 Jerry Bulaclac 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

Peter Gregory
Edmond, OK
Sunnaret Eang
Fort Washington, PA
Michael Carballo
Miami, FL
Steve Rodriguez
Florence, KY
Gregory Wozniak
Tampa, FL
Jonathan Brown
Pleasant Hill, CA
Matthew Gredys
Clive, IA
Charles Tutt
Edmond, OK

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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