Jacob Hurley
Jacob Hurley is a registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 4 years of industry experience. Jacob 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
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History (1)
Criminal
November 1998Other Business ActivitiesSells Insurance
Jacob owns Mystic Tie LLC, a residential property investment, spending minimal time on filing monthly income reports. He also serves as VP and Treasurer for Long Lake Ranch HOA, dedicating a few hours per week, and owns SITREP Financial LLC, which provides financial advice, brokerage services, and sells commissionable financial products, taking about 10-20% of Jacob's time.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLC
Ifp Securities, LLCBroker
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.