Role at Ifp Advisors
- Title on Schedule A
- Chief Strategy & Growth Officer
- Control
- Jeffery Acheson is a control person of Ifp Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jeffery Acheson has held the filed role since July 2026.
The firm
Form ADV filed 30 September 2026
Career on record
Jeffery Acheson has been registered through Ifp Advisors since April 2017, and before that through Sagepoint Financial, Inc., Schneider Downs Wealth Management Advisors, LP and American General Securities Incorporated.
- Passed Series 22TO and Series 6TO · 2023
- Passed SIE · 2018
- – present · 9 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 125112
- Axa Advisors, LLC– · 3 yearsPowell, OH · Adviser representative · Firm CRD 6627
- Sagepoint Financial, Inc.– · 6 yearsColumbus, OH · Adviser representative · Firm CRD 133763
- Schneider Downs Wealth Management Advisors, LP– · 10 yearsColumbus, OH · Adviser representative · Firm CRD 128591
- Passed Series 65, Series 7 and Series 24 · 2002
- American General Securities Incorporated– · 6 yearsColumbus, OH · Adviser representative · Firm CRD 13626
- Passed Series 26 · 1999
- Passed Series 63 · 1998
- Passed Series 1 · 1980
Registrations and exams
Jeffery Acheson has a current investment-adviser registration in Florida and has passed 9 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Florida | Investment adviser representative | Approved | 9 May 2017 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 July 1998 |
| Series 24 | General Securities Principal Examination | 20 December 2002 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 12 January 1999 |
| Series 22TO | Direct Participation Programs Representative Examination | 2 January 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 19 November 2002 |
| Series 1 | Registered Representative Examination | 22 March 1980 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Registered Representative Examination
Individual record
- Full name
- Jeffery Allen Acheson
- CRD
- 706698
- Registration status
- Investment adviser and broker registrations
- Office
- 3030 N. Rocky Point Dr. W. Suite 700, St. Petersburg, FL 33607
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Jeffery Acheson work?
Jeffery Acheson has been Chief Strategy & Growth Officer of Ifp Advisors, LLC since July 2026, and is a control person of the firm.
Is Jeffery Acheson a financial advisor?
Yes. Jeffery Acheson has a current investment-adviser registration in Florida, through Ifp Advisors since April 2017, as of 17 October 2026.
How many years of experience does Jeffery Acheson have?
Jeffery Acheson has worked in the financial industry for 46 years as of 17 October 2026, counted from 31 March 1980, across 5 adviser firms.
What exams has Jeffery Acheson passed?
Jeffery Acheson has passed 9 licensing exams: the Series 1, Series 63, Series 26, Series 65, Series 7, Series 24, SIE, Series 22TO and Series 6TO. The earliest, the Series 1, was passed in March 1980.
Where did Jeffery Acheson work before Ifp Advisors?
Before Ifp Advisors, Jeffery Acheson was registered through Sagepoint Financial, Inc., October 2008 to July 2014; Schneider Downs Wealth Management Advisors, LP, July 2004 to July 2014; American General Securities Incorporated, November 2002 to October 2008.
Where is Jeffery Acheson based?
Jeffery Acheson’s registered office is in St. Petersburg, FL.
Leadership at Ifp Advisors
- William HammPresident, Chief Executive Officer
- Oscar MejiaChief Operating Officer
- Torian JohnsonChief Compliance Officer
- Christopher BrooksDirector of Supervision
- Aaron GilmanChief Investment Officer
- Karen HammChief Administration Officer
- William HammExecutive Chairman