Jeffery
Acheson

Independent Financial Partners

CRD#706698
Investment Advisor
in Powell, OH

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About this Advisor

Jeffery Acheson is a certified financial planner based in Powell, Ohio with a total of 6 years of industry experience. Acheson is on the advisory team at Independent Financial Partners. During their career, Acheson has held roles at Schneider Downs Wealth Management Advisors, Sagepoint Financial, Inc, Axa Advisors, LLC, Corporate & Endowment Solutions, Inc, Lpl Financial, LLC, Independent Financial Partners and Ifp Securities, LLC. Acheson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado, District Of Columbia, Florida, Illinois, Maryland, Michigan, Nevada, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Virginia, West Virginia and Wisconsin. Independent Financial Partners is a financial advisory business operating out of Tampa, FL. The firm has offices in 155 locations and a total of 273 financial advisors. It has $9 billion in total assets among its 34,487 accounts, making it one of the biggest investment advisory firms in the nation 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. Financial advisory fees typically depend on which services are offered. Fees billed by Independent Financial Partners may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

3682 Sutton Place P.O. Box 1030
Powell, OH 43065

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$8,915,756,449

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

273

OH Average: 62
Total Number of Accounts

34,487

OH Average: 2,474
Average Account Size

$258,525

OH 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

Jeffery Acheson Work History

Jeffery has been registered as a financial advisor for 6 years.*

2019 - Present (5 years)

Independent Financial Partners

2019 - Present (5 years)

Ifp Securities, LLC

2017 - Present (7 years)

Independent Financial Partners

2017 - 2019 (2 years)

Lpl Financial, LLC

2015 - 2017 (2 years)

Corporate & Endowment Solutions, Inc

2014 - 2017 (3 years)

Axa Advisors, LLC

2009 - 2014 (5 years)

Sagepoint Financial, Inc

2000 - 2014 (14 years)

Schneider Downs Wealth Management Advisors

*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 Jeffery Acheson 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
Michael Nielson
Boulder, CO
Steve Rodriguez
Florence, KY
Andrew Grannis
Cleveland, OH
Joshua Weinstein
Middletown, OH
Eric Zebrauskas
Tampa, FL
Gregory Wozniak
Tampa, FL
Matthew Buckman
Ocala, 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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