Jeffery Iseler
Jeffery Iseler is a registered investment advisor at Independent Financial Group, LLC, based in Clearwater Beach, FL, with 27 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Clearwater Beach, FL
Get directionsHistory
Regulatory History (2)
Financial
April 2018Financial
May 2017Other Business ActivitiesSells Insurance
Jeffery is the Immediate Past President and board member of the FBI Tampa Citizens Academy Alumni Association, dedicating a few hours per week. He also works full-time marketing Iseler Wealth LLC and sells insurance products for American National Insurance Company, spending a few hours per week on this.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Gsg Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations8 states
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.