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Jamie Tyson Rodgers

Independent Financial Partners

Jacksonville Beach, FL

CRD 5072962

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Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • NON-DISCRETIONARY INVESTMENT ADVICE

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

Current Employers
Independent Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-10-10
  • FL RA
    APPROVED
    Since 2019-10-10

Branch Locations

492 Osceola Ave, Jacksonville Beach, FL 32250 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Financial Planning Inc Fort Worth TX 11/2005 06/2019
First Command Financial Services, Inc Fort Worth TX 05/2006 06/2019
First Command Advisory Services Fort Worth TX 12/2015 05/2019
Ifp Securities, Llc Tampa FL 07/2019 Present
Independent Financial Partners Tampa FL 07/2019 Present
  • 11/2005 → 06/2019
    First Command Financial Planning Inc
    Fort Worth, TX
  • 05/2006 → 06/2019
    First Command Financial Services, Inc
    Fort Worth, TX
  • 12/2015 → 05/2019
    Fort Worth, TX
  • 07/2019 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 07/2019 → Present
    Tampa, FL
Previous Registrations
  • 2015-12-15 → 2019-05-17
    Fort Worth, TX
  • 2006-05-30 → 2015-12-15
    First Command Brokerage Services, Inc.
    Jacksonville Beach, FL
Other Businesses

(1) Postillion Wealth Management - DBA Name only - 492 Osceola Avenue, Jacksonville Beach, FL start date 10/15/2020 (2) JTR Financial LLC - not investment related - 492 Osceola Ave, Jacksonville Beach, FL 32250 - Flow through S corp for wealth planning business - owner - start date 1/4/2021 - zero hours devoted- not currently operational

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-06-28
S65 Uniform Investment Adviser Law Examination 2006-05-25
  • S63 Uniform Securities Agent State Law Examination
    2011-06-28
  • S65 Uniform Investment Adviser Law Examination
    2006-05-25

View on SEC IAPD

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