Best Investors Account Sign in
Inactive

Jeffrey Mcdonald

Independent Financial Partners

Tampa, FL

Portsmouth, NH

Claim This Profile
Current Employers
Independent Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-09-30
  • NH RA
    APPROVED
    Since 2025-09-30

Branch Locations

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

155 Fleet Street, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisory Services Network, Llc Atlanta GA 09/2022 09/2025
Fiduciary Private Wealth Portsmouth NH 02/2025 03/2025
Enterprise Bank And Trust North Andover MA 08/2008 11/2017
Salem Five Bank Salem MA 02/2018 09/2022
Unemployed North Andover MA 12/2017 02/2018
Independent Financial Partners Tampa FL 09/2025 Present
  • 09/2022 → 09/2025
    Advisory Services Network, Llc
    Atlanta, GA
  • 02/2025 → 03/2025
    Fiduciary Private Wealth
    Portsmouth, NH
  • 08/2008 → 11/2017
    Enterprise Bank And Trust
    North Andover, MA
  • 02/2018 → 09/2022
    Salem Five Bank
    Salem, MA
  • 12/2017 → 02/2018
    Unemployed
    North Andover, MA
  • 09/2025 → Present
    Independent Financial Partners
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-07
S63 Uniform Securities Agent State Law Examination 1999-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-05-07
  • S63 Uniform Securities Agent State Law Examination
    1999-10-07
Other Names
  • Jeffrey Lee Mcdonald

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
TRUADVISORS
AMERICAN FAMILY LEGACY GROUP
IHT WEALTH MANAGEMENT LLC

Other Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA
JANET L CHRISTIANSEN
MATTHEW VERSAGE
Martin Adolfo Montana
Frank Cooper Finley
Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL
IHT WEALTH MANAGEMENT LLC · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor