Jeffery Grant Iseler

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2015 → 11/2021
  Ameriprise Financial Services, Inc.
  Tampa, FL
• 11/2021 → 04/2024
  J.W. Cole Financial, Inc
  Tampa, FL
• 11/2021 → 04/2024
  J.W. Cole Advisors, Inc
  Tampa, FL
• 04/2024 → Present
  Independent Financial Group, Llc
  Clearwater Beach, FL

Previous Registrations

• 2021-12-15 → 2024-04-30
  J. W. Cole Advisors, Inc.
  Tampa, FL
  Tampa, FL
• 2015-08-17 → 2021-12-14
  Ameriprise Financial Services, Llc
  Tampa, FL
  Tampa, FL
• 2012-01-17 → 2015-08-17
  Jhs Capital Advisors, Llc
  Tampa, FL
  Tampa, FL
• 2009-06-01 → 2012-01-17
  Morgan Stanley
  Tampa, FL
• 2007-02-13 → 2009-06-01
  Citigroup Global Markets Inc.
  Tampa, FL
• 1999-05-11 → 2007-02-13
  Morgan Stanley Dw Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

(1) ISELER WEALTH LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2021 ADDRESS: 1582 Gulf Blvd, Unit 1606, Clearwater Beach FL 33767, United States DESCRIPTION: Marketing Iseler Wealth LLC (2) American National Insurance Company; Non-Investment related; One Moody Plaza, Galveston, TX 77550; Insurance Agent; Start Date 12/01/2022. Insurance sales/Fixed Insurance; 8 hrs./mos., 8 hrs./mos during trading. (3) PERSONAL TRUST SECONDARY SUCCESSOR TRUSTEE POSITION: Personal Trust, Secondary Successor Trustee NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2025 ADDRESS: 1582 Gulf Blvd, Unit 1606, Clearwater Beach FL 33767, United States DESCRIPTION: As secondary successor trustee, provide successor trustee duties in the event that primary successor trustee is unwilling or unable to provide such duties

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-25
• S63 Uniform Securities Agent State Law Examination
  1998-10-30