Jessica
Sizemore
Independent Financial Partners
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About this Advisor
Jessica Sizemore is a financial advisor operating out of Jacksonville Beach, Florida. Sizemore is currently employed by Independent Financial Partners. Over the course of their career, they have held roles at San Jose Catholic School, Bishop Kenny High School, University Of South Florida, Sizemore & Associates, Cpa'S Pllc, Bath And Body Works, Build-A-Bear Workshop, American Federal Benefits Consultants, Ifp Securities LLC and Independent Financial Partners. Sizemore holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Independent Financial Partners is a financial advisory firm based in Tampa, FL. The firm has offices in 155 locations and a total of 273 financial advisors. It manages $9 billion in assets across its 34,487 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 85 charities and foundations. Of its 34,487 accounts, just 13% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a diverse array 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 usually are based on which service is provided. However, fee types billed by Independent Financial Partners most likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
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
Jessica Sizemore Work History
Jessica has been registered as a financial advisor for 0 years.*
Ifp Securities LLC
Independent Financial Partners
Sizemore & Associates, Cpa'S Pllc
Ifp Securities LLC
American Federal Benefits Consultants
University Of South Florida
University Of South Florida
University Of South Florida
Bath And Body Works
Build-A-Bear Workshop
Bishop Kenny High School
San Jose Catholic School
*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 Jessica Sizemore 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
Florence, KY
Tampa, FL
Ocala, FL
Pleasant Hill, CA
Tampa, FL
Cleveland, OH
Edmond, OK
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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