Jeffery Phillip Coffman

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → Present
  Equitable Advisors, Llc
  New York, NY
• 04/2020 → 04/2021
  Sports & Story
  Fayetteville, AR
• 01/2020 → 04/2020
  Sports & Story
  Fayetteville, AR
• 05/2019 → 01/2020
  Student Mobilization
  Fayetteville, AR
• 12/2016 → 05/2019
  Student Mobilization
  Tahlequah, OK
• 05/2013 → 11/2016
  Student Mobilization
  Fayetteville, AR
• 08/2012 → 09/2023
  Tent Guys, Llc
  Fayetteville, AR

Previous Registrations

• 2021-06-03 → 2024-09-24
  Equitable Advisors, Llc
  Oklahoma City, OK
  Rogers, AR
  Rogers, AR

Other Businesses

1. COFFMAN CAPITAL LLC; 1517 E STEWART ST, FAYETTEVILLE, AR 72703; OWNER; START DATE 10/1/2023; APPROXIMATELY 40 HOURS PER MONTH. 2. Fivestone Financial - DBA of the RIA - Investment Related - Fayetteville, AR - 100% - 09/2024

Exams

• S66 Uniform Combined State Law Examination
  2021-05-29

Other Names

• Jeffery Coffman