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Jean Prawel

38 Years of Experience
Tampa, FL
1 DisclosureBroker

Jean Prawel is a registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 38 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
320 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)

IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.

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Location

3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2005
Denied
Employment History
Current Registrations
Independent Financial Partners
June 2021 - Present · 4 yrs 11 mos
Ifp Securities, LLC
April 2021 - Present · 5 yrs 1 mo
Ifp Securities, LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Key Investment Services LLC
March 2021 - April 2021 · 1 mo
Key Investment Services LLCBroker
January 2006 - April 2021 · 15 yrs 3 mos
Mcdonald Investments INC.
May 1999 - December 2005 · 6 yrs 7 mos
Mcdonald Investments INC.Broker
May 1999 - December 2005 · 6 yrs 7 mos
Key Investments INC.Broker
January 1993 - May 1999 · 6 yrs 4 mos
Independent Financial Securities, INC.Broker
June 1991 - December 1992 · 1 yr 6 mos
Mony Securities CORP.Broker
January 1988 - July 1991 · 3 yrs 6 mos
The Mutual Life Insurance Company of New YorkBroker
January 1988 - October 1990 · 2 yrs 9 mos
State Registrations12 states
ALAZCAFLILMDNCNJNVNYPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jean Prawel - Financial Advisor | TrueAdvisor