Jordan
Braun
Independent Advisor Alliance, LLC
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About this Advisor
Jordan Braun is a financial advisor based in Napoleon, Ohio, working with Independent Advisor Alliance, LLC. Jordan has previously held positions at Lpl Financial, LLC, Campbell Soup Supply Company, University Of Toledo, Depuy Synthes Joint Reconstruction, Northwest Capital Financial/Independent Advisor Alliance, LLC, Mml Investors Services, LLC, and Massmutual Life Insurance Co. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Indiana, Michigan, Ohio, South Carolina, and Texas. Currently, Jordan is part of Independent Advisor Alliance, LLC, which operates out of Napoleon, Ohio. The firm has 140 offices and 283 employees. The firm manages assets totaling $14.1 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$14,074,143,679
283
54,861
$256,542
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 Braun Work History
Lpl Financial, LLC
Mml Investors Services, LLC
Massmutual Life Insurance Co
Lpl Financial, LLC
Northwest Capital Financial/Independent Advisor Alliance, LLC
Campbell Soup Supply Company
Depuy Synthes Joint Reconstruction
University Of Toledo
Disclosures
Please visit the SEC profile of Jordan Braun to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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