Jeffery Allen Acheson

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:

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

Current Employers

Employment History

• 07/2014 → 04/2017
  Axa Advisors, Llc
  New York, NY
• 07/2015 → 04/2017
  Corporate & Endowment Solutions, Inc.
  Springfield, IL
• 04/2017 → 05/2019
  Lpl Financial, Llc
  Powell, OH
• 04/2017 → Present
  Independent Financial Partners
  Powell, OH
• 01/2019 → Present
  Independent Financial Partners
  Powell, OH
• 01/2019 → Present
  Ifp Securities, Llc
  Powell, OH

Previous Registrations

• 2014-07-15 → 2017-05-01
  Equitable Advisors, Llc
  Powell, OH
  Independence, OH
  Powell, OH
• 2008-10-31 → 2014-07-15
  Osaic Services, Inc.
  Columbus, OH
• 2004-07-23 → 2014-07-14
  Schneider Downs Wealth Management Advisors, Lp
  Columbus, OH
• 2002-11-12 → 2008-10-31
  American General Securities Incorporated
  Columbus, OH
  Houston, TX
  Columbus, OH
  Columbus, OH

Other Businesses

(1) 04/27/2017 ­ ADVANCED STRATEGIES GROUP, LLC ­ DBA for activities as an IAR of IFP Advisors, LLC, as a RR of IFP Securities LLC and as an Insurance Agent placing non-­variable insurance products primarily through IFP Insurance Group but at times extending to other insurance Brokerage General Agencies for non-­variable business. 7540 Sawmill Parkway, Suite E. POWELL, OH 43065 100% owner 2. 03/15/2015 The National Association of Plan Advisors - 4245 N. Fairfax Drive Arlington VA 22203 - Non-Financial Related - Non-compensated member of the Leadership Council & Immediate Past President. 3. 04/15/18 The American Retirement Association - 4245 N. Fairfax Drive Arlington VA 22203 - Non-Financial Related - Non-compensated member of the Board of Directors. (2) American Retirement Association; Not Investment related; 4245 Fairfax Drive, Arlington, VA 22203; Non-Profit 501(c)(3); Volunteer; Non-compensated member of the Board of Directors; Start 4/9/18; 10 hrs/mo, 0 during trading. (3) National Association of Plan Advisors (NAPA); Not Investment related; 4245 N. Fairfax Drive, Arlington, VA 22203; Non-Profit 501(c)(3); Volunteer; Non-compensated Chairman of the NAPA Nonqualified Plan Advisor Certificate Education program and annual conference; start 3/15/15; 10 hrs/mo, 0 during trading. (4) Advanced Strategies Group, LLC; DBA; Investment related; 7540 Sawmill Parkway, Ste E, Powell, OH 43065; 100% Owner; DBA for activities as an IAR of IFP Advisors, LLC, as a RR of IFP Securities, LLC and as an Insurance Agent placing non-variable insurance products primarily through IFP Insurance Group but at times extending to other insurance Brokerage General Agencies for non-variable business; Start 4/7/17; 160 hrs/mo, 160 hrs/mo during trading. (5) Advanced Strategies Group, LLC - Investment Related - 7540 Sawmill Parkway, Suite E, Powell, OH 43065 - Owner/Consultant - Consulting and Educational Services helping other organizations and individuals advise their clients on NQDC Plans, business succession planning, and exit planning. start 5/1/2022 - 15 hrs/mo, 10 hrs/mo during trading hours. (6) AmberStrong Memorial Fund c/o The Columbus Foundation - not investment related - 1234 East Main Street Columbus OH 43205-1453 - 501(c)(3) Donor Advised Fund (DAF) - Volunteer - Creator of the DAF - start date 6/23/2023 - 10 hours/month - 5hours/month during trading - I am the creator of the DAF, solicit contributions to support charitable causes and direct which received donations from the DAF. (7) ASG Database Marketing Services, Inc. - not investment related - 3030 N Rocky Point Dr W Suite 700 Tampa FL 33607 - It is an entity created by Jeff and Tyler Acheson to hold a Salesforce license to create a database of law firms, lawyers, and lobbyists. This database will then be licensed to the Advanced Strategies Group, also owned by Jeff Acheson, to market financial services under its name and supervised by IFP. ASG DMS will provide technology support to ASG. - Owner - start date Nov. 1, 2024 - 20 hours/month - 20 hours/month during trading - Administrative duties (8) Ruling Our Experience (ROX) - not investment related - 1335 Dublin Road Suite 18A Columbus Ohio 43215 - Ruling Our eXperiences (ROX) is the national nonprofit authority on girls. Since 2011, ROX research, programs, and resources have helped ensure that girls are in control of their own relationships, experiences, decisions, and futures. - Board Member - 01/27/2026 - 5 hours/month - 2 hours/month during - As a BOD member, providing guidance on growth, governance, marketing, and fund raising. Promoting awareness of the organization and its mission. (9) ASG Nonqualified Plan Consulting - investment related - 3030 N Rocky Point Drive W Suite 700, Tampa, FL 33607 - consulting services for nonqualified plans and executive benefits - owner - start date Jan 24, 2025 - 10 hours/month (10 during trading hours) - fee-based consulting on plan design, vendor selection, and implementation; no pro

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-28
• S63 Uniform Securities Agent State Law Examination
  1998-07-03

Designations

• Certified Financial Planner

Other Names

• Jeffery A Acheson