JA
CFP
JA
CFP
Jeffery Acheson
45 Years of Experience
St. Petersburg, FL
1 DisclosureBrokerSells Insurance
Jeffery Acheson is a CFP-designated registered investment advisor, based in St. Petersburg, FL, with 45 years of industry experience.
Location
3030 N. Rocky Point Dr. W. Suite 700, St. Petersburg, FL, 33607
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2003Closed-No Action
Other Business ActivitiesSells Insurance
Jeffery is 100% owner of Advanced Strategies Group, LLC, a DBA for his activities as an IAR, RR, and insurance agent placing non-variable insurance products. He also dedicates minimal time to volunteer work and owns ASG Database Marketing Services, Inc. to support Advanced Strategies Group.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs 4 mos
Independent Financial Partners
April 2017 - Present · 9 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
April 2017 - May 2019 · 2 yrs 1 mo
AXA Advisors, LLC
July 2014 - May 2017 · 2 yrs 10 mos
AXA Advisors, LLCBroker
July 2014 - May 2017 · 2 yrs 10 mos
Sagepoint Financial, INC.Broker
October 2008 - July 2014 · 5 yrs 9 mos
Sagepoint Financial, INC.
October 2008 - July 2014 · 5 yrs 9 mos
Schneider Downs Wealth Management Advisors, LP
July 2004 - July 2014 · 10 yrs
American General Securities Incorporated
November 2002 - October 2008 · 5 yrs 11 mos
American General Securities IncorporatedBroker
July 2001 - October 2008 · 7 yrs 3 mos
Franklin Financial Services CorporationBroker
April 1980 - July 2001 · 21 yrs 3 mos
State Registrations16 states
CODCFLILMDMINCNJNVOHOKPARIVAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.