Jeffrey Mcdonald
Jeffrey Mcdonald is a registered investment advisor at Independent Financial Partners, based in Clearwater, FL, with 34 years of industry experience. Jeffrey 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
15500 Roosevelt Blvd. Ste 102, Clearwater, FL, 33760
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2023Customer Dispute
May 2001Other Business ActivitiesSells Insurance
Jeffrey is the owner/founder of Greenbridge Wealth Management, dedicating nearly all of his time to financial planning. He also works as an insurance agent selling fixed, variable, health, and life insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers INC.Broker
J. B. Hanauer & CO.Broker
State Registrations1 state
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.