DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeffrey Joseph Mcdonald

Independent Financial PartnersBD affiliatedClearwater, Fl IA-onlyIAPD 1827242

Feed of 09/15/2026

Also filed as Jeffrey J Mcdonald

At current firm

0 y

since Feb 27, 2026

In the industry

34 y

since Feb 7, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Independent Financial Partners BD affiliated current
since Feb 27, 2026 · Clearwater, Fl
Kovack Advisors, Inc. BD affiliated
Jun 7, 2023 to Feb 24, 2026 · Ft. Lauderdale, Fl
Raymond James Financial Services Advisors, Inc BD affiliated
Aug 7, 2020 to Apr 10, 2023 · Clearwater, Fl
Morgan Stanley wirehouse
Jun 1, 2009 to Jul 23, 2020 · Palm Harbor, Fl
Morgan Stanley & Co. LLC unclassified
Aug 15, 2008 to Jun 1, 2009 · Palm Harbor, Fl
Citigroup Global Markets Inc. BD affiliated
Jul 31, 1993 to Aug 29, 2008 · Clearwater, Fl

Moves

a registration end followed by a registration begin elsewhere

Kovack Advisors, Inc. to Independent Financial Partners
left Feb 24, 2026, registered Feb 27, 2026 (3 days) · Affiliated broker-dealer or bank to another · moved with a team
Raymond James Financial Services Advisors, Inc to Kovack Advisors, Inc.
left Apr 10, 2023, registered Jun 7, 2023 (58 days) · Affiliated broker-dealer or bank to another · moved with a team
Morgan Stanley to Raymond James Financial Services Advisors, Inc
left Jul 23, 2020, registered Aug 7, 2020 (15 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Morgan Stanley & Co. LLC to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Citigroup Global Markets Inc. to Morgan Stanley & Co. LLC
left Aug 29, 2008, registered Aug 15, 2008 (-14 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address