Jordan T Braun
Investment adviser representative at Independent Advisor Alliance, LLC
10 yearsExperience
5 statesRegistered in
$17.2BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Independent Advisor Alliance, LLCJul 2024 to now
- LPL Financial, LLCJun 2024 to now
- Massmutual Life Insurance CoAug 2023 to Jun 2024
- MML Investors Services, LLCAug 2023 to Jun 2024
- Northwest Capital Financial/independent Advisor Alliance, LLCApr 2019 to Aug 2023
- LPL Financial, LLCJan 2019 to Aug 2023
- Campbell Soup Supply CompanyMay 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 5 states (IN, MI, OH, SC, TX).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7060888
- Firm CRD
- 168267