Jordan
Mavrakos

Independent Advisor Alliance, LLC

CRD#6807665
Investment Advisor
in Dunedin, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jordan Mavrakos is a financial advisor operating out of Dunedin, Florida who has 5 years of relevant experience. Mavrakos is currently employed by Independent Advisor Alliance, LLC. Over the course of their career, Mavrakos has held roles at The Vanguard Group, Inc, Auburn University, Palm Harbor High School, Lpl Financial, LLC, Independent Financial Partners and Independent Advisor Alliance, LLC. Mavrakos holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Independent Advisor Alliance, LLC is a financial advisory business headquartered in Charlotte, NC. The company has offices in 132 locations and a total of 227 employees. It controls $10 billion in assets under management between its 47,432 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 91 charitable organizations. Of its 47,432 accounts, 28% are associated with high-net-worth clients who have more than $1 million in assets. Independent Advisor Alliance, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on which service is provided. Fees charged by Independent Advisor Alliance, LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

465 Patricia Drive
Dunedin, FL 34698

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$10,095,700,130

FL Average: $3,625,019,099
Total Number of Employees

227

FL Average: 22
Total Number of Accounts

47,432

FL Average: 1,917
Average Account Size

$212,846

FL Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jordan Mavrakos Work History

Jordan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial, LLC

2018 - Present (6 years)

Independent Advisor Alliance, LLC

2018 - 2018 (< 1 year)

Independent Financial Partners

2017 - 2017 (< 1 year)

The Vanguard Group, Inc

2015 - 2017 (2 years)

Auburn University

2014 - 2016 (2 years)

Auburn University

2013 - 2017 (4 years)

Auburn University

2009 - 2013 (4 years)

Palm Harbor High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jordan Mavrakos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Advisor Alliance, LLC

Alexander Lewis
Irmo, SC
Timothy Sallee
Springfield, MO
Charles Skinner
El Dorado, AR
William Addison
Columbia, SC
Mona Khairi
Little Rock, AR
Steven Dye
Sussex, WI
Allison Grier
Rock Hill, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started