James Donald Appelt Jr
Investment Adviser Representative at INDEPENDENT FINANCIAL PARTNERS
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Donald Appelt has worked in the securities industry since 1998. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Florida.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Less than $30,000,000 | 1.65% |
| Greater than or equal to $30,000,000 but less than $60,000,000 | 1.25% |
| Greater than or equal to $60,000,000 but less than $90,000,000 | 1.10% |
| Greater than $90,000,000 | 1.00% |
Independent Financial Partners Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Donald Appelt Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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