J. Herndon, financial advisor Palm Harbor FL
93 score

J. Herndon

CRD Number: 1279776
Current Firm: Independent Financial Partners

J. Herndon (CRD# 1279776) is an Investment Advisor Representative working at Independent Financial Partners in Palm Harbor, FL and has over 22 years of experience in the finance industry.

Similar Advisors
Matthew Bacchiochi, financial advisor Palm Harbor FL
Matthew T. Bacchiochi
CRD# 6038980
Gavin Management Group, Inc.
Score
103
Similar Advisors
Kimberly Overman, financial advisor Palm Harbor FL
Kimberly D. Overman
CRD# 1360183
The Financial Well, Inc.
Score
103
Similar Advisors
Derek Pilecki, financial advisor Palm Harbor FL
Derek S. Pilecki
CRD# 2254221
Gator Capital Management, LLC
Score
103
Company Name Location Dates Years
Lpl Financial Corporation Palm Harbor, FL Sep 2009 - Current 7
Independent Financial Partners Palm Harbor, FL Jun 2008 - Current 8
Mutual Service Corporation Palm Harbor, FL Jun 2008 - Sep 2009 1
Lpl Financial Palm Harbor, FL Feb 2007 - Jun 2008 1
Investacorp Advisory Services, Inc. Miami Lakes, FL Jan 2000 - Jan 2007 7
Investacorp, Inc. Palm Harbor, FL May 1998 - Jan 2007 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2016
S63 Uniform Securities State Law Examination Feb 1994
Contact Info for J. D. Herndon
Phone Number: 813-341-0960
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.