Adviser and broker representative · Independent Financial Partners

Jakob S. Muehlschlegel

CRD 7381357 · Tampa, FL

At a glance

Jakob S. Muehlschlegel is an investment adviser representative with Independent Financial Partners in Tampa, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jakob’s SEC record dates to 2022, about 4 years ago. Jakob is also registered as a broker representative.

Current advisory firm

Independent Financial PartnersSince January 2022Tampa, FL · $16B in regulatory assets

SEC adviser record

Registered since: 2022 (4 years)
Designations: None on file
Exams: Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Jakob’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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