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JM

Jordan E. Mavrakos

MFP FINANCIAL SERVICES
SAFETY HARBOR, FL 34695
Some features on this profile are disabled
CRD#: 6807665
JM

Professional summary

Jordan Eva Mavrakos, who also goes by Jordan Mavrakos, Jordan Eva Mavrakos, is a registered financial advisor currently at MFP FINANCIAL SERVICES, LLC located in Safety Harbor, Florida and LPL FINANCIAL LLC located in Safety Harbor, Florida.

Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jordan has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jordan Mavrakos | Jordan Eva Mavrakos

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Eva Mavrakos's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 1, 2024 - Present

MFP FINANCIAL SERVICES, LLC

Office #1: 335 Ninth Ave. S., Safety Harbor, FL 34695
RIA
CRD#: 331681
SAFETY HARBOR, FL
Current

February 5, 2018 - Present

LPL FINANCIAL LLC

Office #1: 335 9th Ave S., Safety Harbor, FL 34695
RIA
BD
CRD#: 6413
Safety Harbor, FL
Past

October 26, 2018 - August 2, 2024

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA
CRD#: 168267
Dunedin, FL
Past

March 21, 2018 - November 19, 2018

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
Dunedin, FL
Past

August 16, 2017 - December 20, 2017

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MFP FINANCIAL SERVICES, LLC
MFP FINANCIAL SERVICES | MFP FINANCIAL SERVICES, LLC | MFP FINANCIAL SERVICES INC.

CRD#: 331681 / SEC#: 801-130821

RIA
Registered Investment Advisory firm - (8/1/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(2/5/2018)
IAR
Florida
(8/28/2024)
IAR
Texas
(8/1/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/12/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/26/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/16/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MF
MFP FINANCIAL SERVICES, LLC
MFP FINANCIAL SERVICES | MFP FINANCIAL SERVICES, LLC | MFP FINANCIAL SERVICES INC.

CRD#: 331681 / SEC#: 801-130821

RIA
Registered Investment Advisory firm - (8/1/2024 Approved)
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Contact information

Main Address
335 Ninth Ave. S., Safety Harbor, FL 34695
Mailing Address
Phone number
(727) 443-3300
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1 - WRAP FEE BROCHURE (10/7/2025)
FORM ADV PART 2A - FIRM BROCHURE (10/7/2025)

Regulatory assets under management

Total Number of Accounts1,343
AUM (Assets Under Management)$ 313,100,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MFP FINANCIAL SERVICES, LLC

CRD#: 331681Safety Harbor, FL 34695

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