John
Gosztyla

Independent Financial Partners

CRD#5489626
Investment Advisor
in Jacksonville Beach, FL

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About this Advisor

John Gosztyla is a certified financial planner who works out of Jacksonville Beach, Florida, with 4 years of relevant experience. Gosztyla works at Independent Financial Partners. The advisor has gained experience at First Command Financial Planning, Inc, First Command Financial Services, Inc, Gosztyla Financial LLC, First Command Advisory Services, Lpl Financial LLC, Ifp Securities, LLC and Independent Financial Partners. Gosztyla maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alaska, Florida, Indiana, Michigan, Mississippi, North Carolina, South Carolina, Texas and Virginia. Independent Financial Partners is a company that has its headquarters in Tampa, FL. The firm has offices in 155 locations and a total of 273 people on staff. It oversees $9 billion in total assets among its 34,487 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 85 charities and foundations. Of its 34,487 client accounts, just 13% are held by high-net-worth clients who have greater than $1 million in investable assets. The company has a wide 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. Fees for financial management largely vary depending on which services are offered. However, fees billed by Independent Financial Partners can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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

324 6Th Ave North
Jacksonville Beach, FL 32250

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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

John Gosztyla Work History

John has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Ifp Securities, LLC

2019 - Present (5 years)

Independent Financial Partners

2009 - Present (15 years)

Gosztyla Financial LLC

2017 - 2019 (2 years)

Lpl Financial LLC

2015 - 2017 (2 years)

First Command Advisory Services

2007 - 2017 (10 years)

First Command Financial Planning, Inc

2007 - 2017 (10 years)

First Command Financial Services, Inc

*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 John Gosztyla 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

Mark Christensen
Tampa, FL
Cody Behrends
Tampa, FL
Peter Gregory
Edmond, OK
Joshua Weinstein
Middletown, OH
Gregory Wozniak
Tampa, FL
Matthew Gredys
Clive, IA
Michael Carballo
Miami, FL
Andrew Grannis
Cleveland, OH

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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