Jessica
Sizemore

Independent Financial Partners

CRD#7620473
Investment Advisor
in Jacksonville Beach, FL

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About this Advisor

Jessica Sizemore is a financial advisor based in Jacksonville Beach, Florida, working with Independent Financial Partners. Jessica has previously held positions at 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. Jessica has passed the Series 66 regulatory exam and is registered to provide services in Delaware and Florida. Currently, Jessica is part of Independent Financial Partners, which operates out of Jacksonville Beach, Florida. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

492 Osceola Ave
Jacksonville Beach, FL 32250

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,761,355,350

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

267

FL Average: 62
Total Number of Accounts

37,391

FL Average: 2,474
Average Account Size

$261,062

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

Jessica Sizemore Work History

2023 - Present (1 year)

Ifp Securities LLC

2023 - Present (1 year)

Independent Financial Partners

2017 - Present (7 years)

Sizemore & Associates, Cpa'S Pllc

2022 - 2023 (1 year)

Ifp Securities LLC

2021 - 2022 (1 year)

American Federal Benefits Consultants

2019 - 2019 (< 1 year)

University Of South Florida

2019 - 2022 (3 years)

University Of South Florida

2018 - 2022 (4 years)

University Of South Florida

2018 - 2018 (< 1 year)

Bath And Body Works

2018 - 2018 (< 1 year)

Build-A-Bear Workshop

2014 - 2018 (4 years)

Bishop Kenny High School

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

Stephen Angelis
Dublin, OH
Brady Lollman
Hastings, NE
Christopher White
Jackson, MS
Chad Castrinos
Metairie, LA
Cody Behrends
Tampa, FL
Jessica Sizemore
Jacksonville Beach, FL
Jody Henley
Powell, OH
Kelly Ryland
Pensacola, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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