JBirney Financial, Inc. is an independent coastal Flagler County retirement planning and fiduciary wealth management firm located along South Ocean Shore Boulevard (Highway A1A) overlooking the Atlantic Ocean in Flagler Beach, Florida (32136). Founded and led by Owner and Investment Adviser Representative John Thomas ('JB') Birney (CRD #1321204, bringing more than 40 years of financial industry experience since 1984), with fiduciary investment advisory and brokerage services offered through SEC-registered United Planners' Financial Services of America A Limited Partner (CRD #20804, SEC File #801-57198), the firm assists Flagler Beach, Beverly Beach, and Palm Coast retirees with retirement income engineering, risk-managed portfolio construction, long-term care and life insurance analysis, and estate wealth transfer planning.
Official Verification Sources: FINRA BrokerCheck Profile — John Thomas Birney (CRD #1321204); SEC Investment Adviser Public Disclosure — United Planners' Financial Services (CRD #20804); JBirney Financial, Inc. Official Website
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-57198; fiduciary investment advisory and securities services offered through United Planners' Financial Services of America A Limited Partner (CRD #20804).
Issuer: FINRA / SEC IAPD
Notes: Founded and led by Owner John Thomas ('JB') Birney (CRD #1321204, registered since 1984) at 316 S. Ocean Shore Blvd, Flagler Beach, FL 32136.
Factual details and direct answers about JBirney Financial, Inc. — United Planners' Financial Services's services, licensing, and credentials.
How long has John 'JB' Birney advised retirees in the Flagler Beach area?
Founder and Owner John Thomas ('JB') Birney (CRD #1321204) has been registered in the financial services industry since 1984, bringing more than four decades of retirement income, investment, and insurance planning experience to Flagler Beach and Flagler County.
How is JBirney Financial registered for fiduciary advisory services?
JBirney Financial, Inc. is an independent firm offering fiduciary investment advisory services through SEC-registered United Planners' Financial Services of America (CRD #20804, SEC File #801-57198), a partner-owned national wealth management firm.
Where is JBirney Financial located in Flagler Beach?
The office is located oceanfront along Highway A1A just south of the Flagler Beach Pier at 316 South Ocean Shore Boulevard, Flagler Beach, Florida 32136.
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