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RIA / WealthAdvisor34 years in industry

Jeffrey Joseph McDonald

Advisor at INDEPENDENT FINANCIAL PARTNERS

Clearwater, FL | TAMPA, FL

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Search this name across graphsid dfx:ria:4b18c8c0-a5a2-abcc-f9de-81fd43fd07d5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jul 31, 1993 to Sep 15, 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 PARTNERS
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: Feb 7, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 7, 1992
First registration: Jul 31, 1993
Dual registered: no
Other names: JEFFREY J MCDONALD|Jeffrey Joseph McDonald|Jeffrey McDonald|Jeffrey McDonald
IAPD individual key: 1827242

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 PARTNERS	Bd affiliated wealth	Feb 27, 2026	n/a	yes	Clearwater, FL\|TAMPA, FL	Current employment
KOVACK ADVISORS, INC.	Bd affiliated wealth	Jun 7, 2023	Feb 24, 2026	no	FT. LAUDERDALE, FL\|Clearwater, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 7, 2020	Apr 10, 2023	no	CLEARWATER, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 23, 2020	no	Palm Harbor, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Aug 15, 2008	Jun 1, 2009	no	PALM HARBOR, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 31, 1993	Aug 29, 2008	no	CLEARWATER, FL\|CLEARWATER, 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
KOVACK ADVISORS, INC.	INDEPENDENT FINANCIAL PARTNERS	Feb 24, 2026	Feb 27, 2026	3	Firm change	Ibd to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	KOVACK ADVISORS, INC.	Apr 10, 2023	Jun 7, 2023	58	Firm change	Ibd to ibd
MORGAN STANLEY	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 23, 2020	Aug 7, 2020	15	Firm change	Wirehouse to ibd
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY & CO. LLC	Aug 29, 2008	Aug 15, 2008	-14	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
140808:125112:FL:2026-02-24	Feb 24, 2026	Feb 27, 2026	CLEARWATER, FL	Firm change
149018:140808:FL:2023-04-07	Apr 10, 2023	Jun 7, 2023	CLEARWATER, FL	Firm change
149777:149018:FL:2020-07-23	Jul 23, 2020	Aug 7, 2020	PALM HARBOR, FL	Firm change

Relationships

Registered with (6)

→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Feb 27, 2026 to presentfactForm ADV
→ KOVACK ADVISORS, INC.Registered adviserregistration: previous registration
Jun 7, 2023 to Feb 24, 2026factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 7, 2020 to Apr 10, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 23, 2020factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Aug 15, 2008 to Jun 1, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 31, 1993 to Aug 29, 2008factForm ADV

Dated events

Occurred
Feb 24, 2026
Advisor changed firm
Jeffrey Joseph Mcdonald left Kovack Advisors, Inc. for Independent Financial Partners (registered 2026-02-27)
Form ADVobserved 6 days ago
Occurred
Apr 10, 2023
Advisor changed firm
Jeffrey Joseph Mcdonald left Raymond James Financial Services Advisors, Inc for Kovack Advisors, Inc. (registered 2023-06-07)
Form ADVobserved 6 days ago