Jordan Mavrakos
Jordan Mavrakos is a ChFC-designated registered investment advisor at Mfp Financial Services, LLC, based in Safety Harbor, FL, with 8 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 632 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MFP Financial Services offers investment management services where the maximum annual fee will not exceed 2.00%. Fees are billed quarterly in advance based on the value of the account. Fees are negotiable. The firm also uses third-party money managers, and their fees are in addition to MFP Financial Services' advisory fees.
Location
335 Ninth Ave. S., Safety Harbor, FL, 34695
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan is involved in several business activities, including serving as a board member for a home decor company and Camelot Community Care, teaching as a professor at the University of Tampa, and working with multiple MFP-related businesses involving tax preparation, insurance sales, financial consulting, and real estate. These activities take up varying amounts of Jordan's time, ranging from minimal to about 10-20% of their time per activity.
Employment History
Current Registrations
Mfp Financial Services, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Independent Financial Partners
Vanguard Marketing CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.