Jeffery
Acheson
Independent Financial Partners
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About this Advisor
Jeffery Acheson is a financial advisor based in Powell, Ohio, working with Independent Financial Partners. Jeffery has previously held positions 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. Jeffery has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Delaware, District of Columbia, Florida, Illinois, Maryland, Michigan, Nevada, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Virginia, West Virginia, and Wisconsin. Currently, Jeffery is part of Independent Financial Partners, which operates out of Powell, Ohio. 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
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$9,761,355,350
267
37,391
$261,062
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
Independent Financial Partners
Ifp Securities, LLC
Independent Financial Partners
Lpl Financial, LLC
Corporate & Endowment Solutions, Inc
Axa Advisors, LLC
Sagepoint Financial, Inc
Schneider Downs Wealth Management Advisors
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
Tampa, FL
Arlington, TX
Hastings, NE
Jeffersonville, IN
Pensacola, FL
Meridian, ID
Dublin, OH
Boca Raton, FL
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