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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

JEFFERY ALLEN ACHESON

Advisor at INDEPENDENT FINANCIAL PARTNERS

TAMPA, FL | St. Petersburg, FL

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Search this name across graphsid dfx:ria:800ba524-d0fe-554f-7be4-82bf9502fc2f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 12, 2002 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: Jul 3, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 3, 1998
First registration: Nov 12, 2002
Dual registered: yes, broker-dealer
Other names: JEFFERY A ACHESON
IAPD individual key: 706698

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	May 9, 2017	n/a	yes	St. Petersburg, FL\|TAMPA, FL	Current employment
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 15, 2014	May 1, 2017	no	POWELL, OH\|INDEPENDENCE, OH\|POWELL, OH	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2008	Jul 15, 2014	no	COLUMBUS, OH	Previous registration
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	Independent wealth	Jul 23, 2004	Jul 14, 2014	no	COLUMBUS, OH	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	Nov 12, 2002	Oct 31, 2008	no	COLUMBUS, OH\|HOUSTON, TX\|COLUMBUS, OH\|COLUMBUS, OH	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
EQUITABLE ADVISORS, LLC	INDEPENDENT FINANCIAL PARTNERS	May 1, 2017	May 9, 2017	8	Firm change	Other
SAGEPOINT FINANCIAL, INC.	EQUITABLE ADVISORS, LLC	Jul 15, 2014	Jul 15, 2014	0	Firm change	Other
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	SAGEPOINT FINANCIAL, INC.	Jul 14, 2014	Oct 31, 2008	-2,082	Firm change after gap	Other
AMERICAN GENERAL SECURITIES INCORPORATED	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	Oct 31, 2008	Jul 23, 2004	-1,561	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
6627:125112:OH:2017-05-01	May 1, 2017	May 9, 2017	POWELL, OH	Firm change

Relationships

Registered with (5)

→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: current employment
May 9, 2017 to presentfactForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 15, 2014 to May 1, 2017factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 31, 2008 to Jul 15, 2014factForm ADV
→ SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LPRegistered adviserregistration: previous registration
Jul 23, 2004 to Jul 14, 2014factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
Nov 12, 2002 to Oct 31, 2008factForm ADV

Dated events

No dated event names this entity yet.