Jeffery Wilson Masters

Current Employers

Employment History

• 06/2003 → Present
  Lpl Financial Llc
  Ft. Lauderdale, FL
• 07/2011 → 10/2018
  Independent Financial Partners
  Ft Lauderdale, FL
• 10/2018 → 02/2026
  Independent Advisor Alliance, Llc
  Fort Lauderdale, FL
• 02/2026 → Present
  Gateway Wealth Partners, Llc
  Sumterville, FL

Previous Registrations

• 2018-10-05 → 2026-02-24
  Independent Advisor Alliance, Llc
  Fort Lauderdale, FL
  Sumterville, FL
• 2011-08-23 → 2018-10-08
  Independent Financial Partners
  Ft Lauderdale, FL
• 1997-03-26 → 2003-06-16
  Ws Griffith Securities, Inc.
  Ft. Lauderdale, FL

Other Businesses

1. 06/12/2003 - JEFFREY W. MASTERS & ASSOCIATES, INC. - INV REL - AT REPORTED LOCATION -DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 06/12/2003 - NON-VARIABLE INSURANCE DBA - JEFFERY W. MASTERS & ASSOCIATES, INC. - SELLING TERM, UNIVERSAL, WHOLE LIFE, HEALTH AND DISABILITY INSURANCE. - FT LAUDERDALE, FL. 3. 7/21/2008 - REAL ESTATE RENTAL - 1 MONTH RENTAL LEASES. - TIME SPENT 1% - HOMOSASSA, FL. 4. 03/17/2015 - JEFFERY W. MASTERS & ASSOCIATES, INC. - INV REL -At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 06/01/2003 - 150 HOURS PER MONTH, 150 DURING TRADING 5. 11/07/2018 - IAA - DBA: Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 07/09/2018 - 50 Hours Per Month/10 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 11/07/2018. I expect to spend approximately 50 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 05/13/2019 - JEFFERY W. MASTERS & ASSOCIATES, INC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 04/30/2019 - 140 Hours Per Month/ During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 5/13/2019. I expect to spend approximately 140 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 09/30/2019 - No business name - Investment related - The Villages, FL 32163-0221 - Real Estate Rental - start date:09/18/2019 - 0 hrs/mo - 0 hrs during trading. 8. 01/27/2022 - Farmhouse Press, LLC - Not Investment Related - North 17th Street, Sumterville, FL 33585 - Other-LAND OWNERSHIP - Start Date: 01/14/2022 - 1 Hour Per Month/0 Hours During Securities Trading. 9. 01/28/2026 - Gateway Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/13/2026 - 20 hours per month/ during trading 10. 03/11/2026 - Gateway Wealth Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 02/13/2026 - 20 hours per month/ during trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 02/2026. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 11. 04/14/2026 - JEFFERY MASTERS & ASSOCIATES, Inc - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/12/2026 - 1 hour per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2011-06-27
• S63 Uniform Securities Agent State Law Examination
  1989-07-21

Other Names

• Jeff Masters