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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

JEFFERY GRANT ISELER

Advisor at INDEPENDENT FINANCIAL GROUP, LLC

CLEARWATER BEACH, FL

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Search this name across graphsid dfx:ria:0f6cdc93-6725-787d-39f5-dc755d6dddd6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 11, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INDEPENDENT FINANCIAL GROUP, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 30, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 30, 1998
First registration: May 11, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 3132341

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Apr 30, 2024	n/a	yes	CLEARWATER BEACH, FL	Current employment
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Dec 15, 2021	Apr 30, 2024	no	Tampa, FL\|TAMPA, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 17, 2015	Dec 14, 2021	no	TAMPA, FL\|TAMPA, FL	Previous registration
JHS CAPITAL ADVISORS, LLC	Former SEC adviser	Jan 17, 2012	Aug 17, 2015	no	TAMPA, FL\|TAMPA, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 17, 2012	no	Tampa, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 13, 2007	Jun 1, 2009	no	TAMPA, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	May 11, 1999	Feb 13, 2007	no	TAMPA, FL\|TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J. W. COLE ADVISORS, INC.	INDEPENDENT FINANCIAL GROUP, LLC	Apr 30, 2024	Apr 30, 2024	0	Firm change	Ibd to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	J. W. COLE ADVISORS, INC.	Dec 14, 2021	Dec 15, 2021	1	Firm change	Ibd to RIA
JHS CAPITAL ADVISORS, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Aug 17, 2015	Aug 17, 2015	0	Firm change	Other
MORGAN STANLEY	JHS CAPITAL ADVISORS, LLC	Jan 17, 2012	Jan 17, 2012	0	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	CITIGROUP GLOBAL MARKETS INC.	Feb 13, 2007	Feb 13, 2007	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112097:6363:FL:2015-08-14	Aug 17, 2015	Aug 17, 2015	TAMPA, FL	Firm change

Relationships

Registered with (7)

→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Apr 30, 2024 to presentfactForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Dec 15, 2021 to Apr 30, 2024factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 17, 2015 to Dec 14, 2021factForm ADV
→ JHS CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 17, 2012 to Aug 17, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 17, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 13, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
May 11, 1999 to Feb 13, 2007factForm ADV

Dated events

Occurred
Apr 30, 2024
Advisor changed firm
Jeffery Grant Iseler left J. W. Cole Advisors, Inc. for Independent Financial Group, Llc (registered 2024-04-30)
Form ADVobserved 4 days ago