Jacob Robak
Investment adviser representative at Independent Advisor Alliance, LLC
10 yearsExperience
1 stateRegistered 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 2026 to now
- LPL FinancialApr 2026 to now
- Dexian (wells Fargo Contract)Mar 2026 to Mar 2026
- LPL Financial LLCJul 2022 to Jan 2026
- TalentbridgeApr 2022 to Jul 2022
- UnemployedDec 2021 to Apr 2022
- Clemson UniversityAug 2020 to Dec 2021
- Ace HardwareMay 2020 to Aug 2020
- Clemson UniversityAug 2019 to May 2020
- Wild Dunes ResortMay 2019 to Aug 2019
- Clemson UniversityAug 2018 to May 2019
- Wild Dunes ResortMay 2018 to Aug 2018
- Clemson UniversityAug 2017 to May 2018
- UnemployedJun 2017 to Aug 2017
- Wando High SchoolJul 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7536643
- Firm CRD
- 168267