Jeffrey McAvaddy has been an investment adviser representative at Infinity Investment Advisors since December 2024, and is not listed among the firm’s executive officers or direct owners. Jeffrey McAvaddy studied at Troy University and the University of Central Florida.
Infinity Investment Advisors LLC is a Huntsville, AL firm with $100M under management, 332 clients and 4 advisers across 2 offices, as of its July 2026 filing.
Jeff McAvaddy is Investment Advisor Representative of Infinity Tax & Financial Planning, based in Seminole, Florida. He began working in the financial services business with Infinity Tax and Financial in 2001. McAvaddy prepares over five hundred tax returns annually and has financial and tax clients in over 12 states.
Jeffrey McAvaddy’s longest registration was 8 years at Investment Advisors (2009–2018). Before joining Infinity Investment Advisors in 2024, Jeffrey McAvaddy was registered through Osaic Wealth, Inc. and American Portfolios Advisors, Inc.
- – present · 1 yearSeminole, FL · Adviser representative · Firm CRD 332590
- Osaic Wealth, Inc.– · under a yearSeminole, FL · Adviser representative · Firm CRD 23131
- American Portfolios Advisors, Inc– · 6 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
- Investment Advisors– · 8 yearsLargo, FL · Adviser representative · Firm CRD 15708
- Qa3 Financial LLC– · 5 yearsLargo, FL · Adviser representative · Firm CRD 104957
Investment adviser representative registrations
Jeffrey McAvaddy is registered as an investment adviser representative in Florida, since December 2024.
- FloridaSince 19 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 January 2004 |
| Series 7 | General Securities Representative Examination | 16 May 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey James McAvaddy
- CRD
- 4580991
- Firm
- Infinity Investment Advisors · CRD 332590
- Office
- 10575 68TH AVE N, SUITE D3, Seminole, FL 33772
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- infinitytaxandfinancial.com
Where does Jeffrey McAvaddy work?
Jeffrey McAvaddy is an investment adviser representative registered through Infinity Investment Advisors LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey McAvaddy a financial advisor?
Yes. Jeffrey McAvaddy has a current investment-adviser registration in Florida, through Infinity Investment Advisors since December 2024.
How many years of experience does Jeffrey McAvaddy have?
Jeffrey McAvaddy has 23 years in the financial industry, since July 2003, across 5 adviser firms.
What exams has Jeffrey McAvaddy passed?
Jeffrey McAvaddy has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2003. FINRA credited Jeffrey McAvaddy with the SIE, which began in October 2018.
Where did Jeffrey McAvaddy work before Infinity Investment Advisors?
Before Infinity Investment Advisors, Jeffrey McAvaddy was registered through Osaic Wealth, Inc., October 2024 to November 2024; American Portfolios Advisors, Inc, October 2018 to October 2024; Investment Advisors, November 2009 to October 2018; Qa3 Financial LLC, July 2004 to October 2009.
Where is Jeffrey McAvaddy based?
Jeffrey McAvaddy’s registered office is in Seminole, FL.
Is Jeffrey McAvaddy registered with FINRA?
No. Jeffrey McAvaddy has no current broker registration.
How can I verify Jeffrey McAvaddy’s record?
Search CRD 4580991 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey McAvaddy’s full registration record.
