Jacksonville Beach, FL Osceola Avenue Office

Team
Updated today
Independent Financial Partners logo

Independent Financial Partners

Enterprise

Firm-wide stats for Independent Financial Partners

Total advisors

315

Across 166 offices

Clients per advisor

167 Very High

Avg AUM per client

$225,569 Low

HNW client ratio

35% High

About

Independent Financial Partners provides investment advisory, financial planning, trust and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. As disclosed in its Form ADV, the firm reported $12,538,891,425 in assets under management as of December 31, 2024 and supports a multi-advisor platform of roughly 261 advisors serving tens of thousands of individual, charitable, corporate and high-net-worth clients.

IFP’s advisory model is decentralized: investment strategies and philosophies are set by individual IARs but clients can also elect to use centralized IFP Asset Management (IFPAM), third‑party asset managers, or wrap programs. Accounts may be managed on a discretionary or non‑discretionary basis, clients can impose written restrictions, and the firm maintains ongoing supervisory and transaction‑review processes overseen by a home‑office compliance and supervision team.

What is most notable versus many peers is the firm’s formal retirement‑plan advisory and pension consulting capability — including both ERISA 3(21) (non‑discretionary) and 3(38) (discretionary) services, IPS development, QDIA and vendor due diligence — and its written processes to comply with DOL rollover guidance (PTE 2020‑02). IFP also partners with National Advisors Trust to provide directed trustee services for trusts and non‑registered assets, and operates affiliated broker‑dealer and insurance entities that the firm discloses and supervises to address related conflicts of interest.

Based on Independent Financial Partners

Expertise

Retirement income strategy Tax-loss harvesting

Based on Independent Financial Partners

Occupation focus

Founder/Business Owner Executive Retired

Based on Independent Financial Partners

Location

492 Osceola Avenue

Jacksonville Beach FL 32250

Advisors at this office

5

Advisors at this office

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Craig K

Series 63, Series 65

Jacksonville Beach, FL

Independent Financial Partners

Craig Koproski is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Trust Portfolios L.P. and The Koproski Agency, which he owns and operates as an insurance agency. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a diverse client base and offers both advisor-driven and centralized investment management options, with notable expertise in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Marlin H

Series 66

Jacksonville Beach, FL

Independent Financial Partners

Marlin Howley is a financial advisor with Independent Financial Partners, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at LPL Financial for 10 years before joining his current firm in 2019. Howley is also the owner of Postillion Wealth Management, LLC, where he is involved in investment management and insurance services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both advisor-driven and centralized investment approaches.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Robert B

Series 66

Jacksonville Beach, FL

Independent Financial Partners

Robert Bracey is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Southeast Consulting Group, which he owns and operates as an IT consulting business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform offering personalized investment strategies, centralized asset management options, and specialized retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Jessica S

Series 66

Jacksonville, FL

Independent Financial Partners

Jessica Sizemore is a financial advisor with Independent Financial Partners holding a Series 66 designation and three years of industry experience. She has worked at IFP Securities LLC and American Federal Benefits Consultants, and also maintains a role at Sizemore & Associates, CPA's PLLC, providing administrative support for CPAs. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Jamie R

Series 63, Series 65

Jacksonville Beach, FL

Independent Financial Partners

Jamie Rodgers is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked with Independent Financial Partners and IFP Securities since 2019, and previously spent over a decade at First Command in various advisory roles. Rodgers is also associated with a wealth planning business, JTR Financial LLC, though it is currently not operational. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model with customizable investment strategies and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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