Investment adviser representative · Independent Financial Partners
James M. Bass
CRD 2130792 · Altamonte Springs, FL
At a glance
James M. Bass is an investment adviser representative with Independent Financial Partners in Altamonte Springs, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 1991, about 35 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Independent Financial PartnersSince May 2018Altamonte Springs, FL · $16B in regulatory assets
SEC adviser record
- Registered since
- 1991 (35 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
James’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
- 2 firmsLocked
- 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.