Jeffery Acheson, financial advisor Powell OH

Jeffery Acheson

CRD Number: 706698
Current Firm: Independent Financial Partners

Jeffery Acheson (CRD# 706698) is an Investment Advisor Representative working at Independent Financial Partners in Powell, OH and has over 24 years of experience in the finance industry. Jeffery Acheson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Independent Financial Partners Powell, OH Jan 2019 - Current 3
Ifp Securities, LLC Powell, OH Jan 2019 - Current 3
Independent Financial Partners Powell, OH Apr 2017 - Current 5
Lpl Financial, LLC Powell, OH Apr 2017 - May 2019 2
Corporate & Endowment Solutions, Inc. Springfield, IL Jul 2015 - Apr 2017 1
Axa Advisors, LLC New York, NY Jul 2014 - Apr 2017 2
Sagepoint Financial, Inc. Columbus, OH Jan 2009 - Jul 2014 5
Schneider Downs Wealth Management Advisors Columbus, OH Oct 2000 - Jul 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffery A. Acheson
Phone Number: 813-341-0960
Registered State(s):
  • AR
  • CO
  • DC
  • FL
  • IL
  • MD
  • MI
  • MN
  • NV
  • NJ
  • NC
  • OH
  • OK
  • PA
  • RI
  • SC
  • UT
  • VA
  • WV
  • WI
By the Numbers
  • Total Assets Under Management
    10,519
    MILLIONS
  • Total Number of Accounts
    46,506
    ACCOUNTS
  • Average Account Value
    $226,182
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, WY

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