Unclaimed Profile

Jeffery Allen Acheson

IFP ADVISORS, LLC·TAMPA, Florida

SIE, Series 1, Series 6TO, Series 7, Series 22TO, Series 24, Series 26, Series 63, Series 65CFP23 years registeredIFP ADVISORS, LLC

3030 NORTH ROCKY POINT DRIVE WEST, TAMPA, FL 33607CRD# 706698Firm CRD# 125112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery Allen Acheson · TAMPA, FL

Registration

CRD #706698 · IFP ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT FINANCIAL PARTNERS

Apr 2017 – present

AXA ADVISORS, LLC

Jul 2014 – May 2017

POWELL, OH

SAGEPOINT FINANCIAL, INC.

Oct 2008 – Jul 2014

COLUMBUS, OH

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Jul 2004 – Jul 2014

COLUMBUS, OH

AMERICAN GENERAL SECURITIES INCORPORATED

Nov 2002 – Oct 2008

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 6TO

Series 7

Series 22TO

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · November 12, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

2003Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

IFP ADVISORS, LLC

CRD 125112 · SEC 801-69511

AUM

$9.8B

Regulatory assets under management

Employees

267

37,391 client accounts

Services offered by IFP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IFP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffery Allen Acheson offer?

Jeffery Allen Acheson specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Jeffery Allen Acheson's credentials?

Jeffery Allen Acheson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffery Allen Acheson located?

Jeffery Allen Acheson is based in TAMPA, Florida, working with IFP ADVISORS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Jeffery Allen Acheson charge for services?

Jeffery Allen Acheson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IFP ADVISORS, LLC?

IFP ADVISORS, LLC has approximately 267 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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