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Jared Carl Beck

Independent Financial Partners

Cocoa Beach, FL

Tampa, FL

CRD 7522232

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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 2026-07-24
  • FL RA
    APPROVED
    Since 2026-07-24

Branch Locations

1701 N. Atlantic Ave, Cocoa Beach, FL 32931 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Connors Wealth Management Cocoa Beach FL 07/2025 Present
Health First Inc Rockledge FL 06/2024 04/2025
The Hershey Company Ocoee FL 05/2023 06/2024
Northwestern Mutual Orlando FL 05/2022 09/2022
Publix Supermarkets Rockledge FL 03/2020 01/2024
Urban Air Trampoline Park Melbourne FL 02/2019 03/2020
Skyzone Trampoline Park Rockledge FL 05/2017 02/2019
Pizza Gallery Melbourne FL 11/2015 03/2017
Independent Financial Partners Tampa FL 07/2025 Present
  • 07/2025 → Present
    Connors Wealth Management
    Cocoa Beach, FL
  • 06/2024 → 04/2025
    Health First Inc
    Rockledge, FL
  • 05/2023 → 06/2024
    The Hershey Company
    Ocoee, FL
  • 05/2022 → 09/2022
    Northwestern Mutual
    Orlando, FL
  • 03/2020 → 01/2024
    Publix Supermarkets
    Rockledge, FL
  • 02/2019 → 03/2020
    Urban Air Trampoline Park
    Melbourne, FL
  • 05/2017 → 02/2019
    Skyzone Trampoline Park
    Rockledge, FL
  • 11/2015 → 03/2017
    Pizza Gallery
    Melbourne, FL
  • 07/2025 → Present
    Independent Financial Partners
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-08
  • S65 Uniform Investment Adviser Law Examination
    2026-07-08

View on SEC IAPD

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