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Jon Stuart Floyd

Advisor at Ausdal Financial Partners, Inc. — Chipley, FL

Updated today

Credentials

Series 63, Series 65

Experience

37 years

Location

Chipley, FL 32428

Ausdal Financial Partners, Inc. logo

Ausdal Financial Partners, Inc.

Multi-team

Total advisors

185

Across 96 offices

Clients per advisor

89 High

Avg AUM per client

$220,873 Very Low

HNW client ratio

24% Typical

About

Jon Floyd is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and FSC Securities Corporation. Outside of advising, he is president of a tree farm and landscaping business and vice president/owner of a general store, both located in Chipley, FL. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, with investment strategies tailored to client objectives and risk tolerances across multiple custodians and account types.

Client services

Based on Ausdal Financial Partners, Inc.

Financial planning Portfolio management Selection of other advisers Advice on uma platforms

Expertise

Based on Ausdal Financial Partners, Inc.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Ausdal Financial Partners, Inc.

Founder/Business Owner Retired

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Fee options

Fixed

Financial Planning Services fees negotiated case-by-case; maximum prepaid amount $1,200.

Percentage

$0+: Negotiable, maximum annual fee not to exceed 3% All - All: Retirement Plan Advisory Program maximum annual fee 3%, fees may be fixed percentage or tiered, disclosed prior to service

Commissions

Brokerage commissions, asset-based sales charges, service fees such as 12b-1 Fees, insurance commissions on sales of insurance products and annuities, separate from advisory fees.

Project-based

Financial Planning fees may include hourly rates negotiated on a case-by-case basis.

Other

Fee-only: Negotiated asset-based advisory fees, maximum 3% annually, billed monthly or quarterly, can be flat or tiered; Financial Planning fees negotiated per client, cannot exceed $1,200 prepaid more than six months in advance.

Location

See office

Chipley, FL

1352 N Railroad Avenue

Chipley FL 32428

Advisors at this office

1

Most active in

Florida

Work history

37 years of industry experience

Ausdal Financial Partners, INC

2024 - Present • 2 years

Davenport, IA

OSAIC

2024 - 2024 • 1 year

Chipley, FL

American Portfolios Financial Services, Inc.

2017 - 2024 • 7 years

Holbrook, NY

FSC securities corporation

1997 - 2017 • 20 years

Chipley, FL

Wood Business Products

1988 - 2017 • 29 years

Lake Worth, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gavin T

Series 66

Chipley, FL

Guardian Life

Gavin Taylor is a Series 66 licensed advisor with Primerica Advisors, based in Chipley, FL, and has four years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company and spent seven years with the Department of Defense, where he also worked part-time as an engineer. He is a partner in GCK Family Enterprises, LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jason B

Series 63, Series 65

Bonifay, FL

OSAIC

Jason Bressler is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, and Ameriprise Financial Services. Outside of his advisory work, he is president of a retail sports card business that also involves dog and horse breeding. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lorraine W

Series 66

Chipley, FL

LPL Financial

Lorraine Walker is a financial advisor with LPL Financial in Chipley, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial and Allen & Company in 2019, she operated Lorrie Walker Communications for 12 years. She is also the owner of an insurance agency, Lorrie Walker LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Emily L

Series 66

Bonifay, FL

Cetera

Emily Landers is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked at several Cetera entities since 2021, as well as Wells Fargo Clearing from 2016 to 2021 and Distinctive Millwork LLC prior to that. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with assets totaling over $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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