Jason Aaron Pinney
Investment adviser representative at Independent Financial Partners
12 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Independent Financial PartnersJan 2025 to now
- Ifp Securiites LLCJun 2021 to now
- Independent Finanical PartnersJun 2021 to now
- Massmutual Life Insurance CoJul 2014 to Jun 2021
- MML Investors Services LLCJul 2014 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (OK).
Independent Financial Partners
Legal name: Ifp Advisors, LLC
$16.3BAssets managed
54,154Clients
319Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5149447
- Firm CRD
- 125112