Jordan Grabowski
Advisor at Alpha Zero LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alpha Zero LLC
Location
Boca Raton, FL 33431
Credentials
Series 63, Series 65
Industry experience
16 years
About
Jordan Grabowski is a financial advisor at Alpha Zero LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Massachusetts Mutual Life Insurance Company. Outside of advisory roles, he is a managing member of BGV, LLC, which funds start-up investments, and a general partner at OnePointTwo Capital Management, a private fund manager. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets across eight advisors. The firm provides portfolio management, financial planning, and advisory services focused on alternative investments such as real estate partnerships and start-up financing, employing a range of strategies from long-term investing to options trading.
Expertise
Based on Alpha Zero LLC
Private / alternative investments
Real estate investing
Options & derivatives strategies
Wealth management
Annuities
Fee options
Financial planning and consulting fees: one-time fixed rate between $0 and $100,000; monthly fixed rate up to $8,333 per month.
Up to 2% annually
Performance fee of 20% of profits on alternative investments; performance-based fees only for qualified clients meeting net worth and income thresholds.
Account minimum: $100,000
Location
2500 North Military Trail, Suite 316
Boca Raton, FL 33431
Most active in
Jordan G has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
The Leaders Group Inc
2024 - Present (2 years)
Alpha Zero LLC
2022 - Present (4 years)
2M Wealth Management LLC
2020 - Present (6 years)
Purshe Kaplan Sterling Investments
2019 - 2022 (3 years)
Paradigm Financial Partners
2019 - 2022 (3 years)
MML Investor Services
2017 - 2019 (2 years)
Massachusetts Mutual LIfe Insurance Company
2016 - 2019 (3 years)
MSI Financial Services
2009 - 2017 (8 years)
MetLife Securities Inc.
2009 - 2017 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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