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Florida Financial Advisors, LLC

Florida Financial Advisors, LLC. CRD 288811

Florida Financial Advisors, LLC logo

CRD: 288811

Florida Financial Advisors, LLC

Tampa, FL, 33634
8133331683
$456.1M Total AUM
$456.1M Disc. AUM
-- 3Y CAGR
667 Employees
7,300 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · UBS
Clients
Retail
Platforms
Matrix horizon
Established Date
08-04-2017
Office Locations
36

Office Locations

1 Independent Drive Suite 201 Jacksonville FL
10100 North Central Expressway Suite 380 Dallas TX
1013 Centre Road Wilmington DE

About Florida Financial Advisors, LLC

Florida Financial Advisors, LLC (FFA) delivers comprehensive financial planning and wealth management for individuals, integrating investing, insurance, retirement, and estate planning. Its “FFA Solution” uniquely emphasizes maximizing employer benefits—401(k) matching, stock options, and pensions—as a core wealth-building lever. Portfolios commonly use ETFs and mutual funds with an asset-allocation and risk-management lens. Led by Jason Mickool (30 years experience).

Team overview

25 AVG AGE
$683.9K AVG AUM / ADVISOR
$62.5K AVG AUM / CLIENT
1.5 yrs AVG TENURE
667 Employees
667 Advisory Reps
667 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

North North Harbor prime Frontier

Investment Themes

North Vital crest Value Horizon zenith

Investment Vehicles

Harbor

Platform

Glacier Pathway

Services

Harbor radial Quantum Element zenith Optima Crest Value Optima Beacon vertex Horizon

Technology

Optima

Owner & Executives

A

Allyson Mary Mickool

Chief Financial Officer

CRD
#4703161
Ownership
Less than 5%
(567) 328-8336
vector.unison@insightcapital.com
in linkedin.com/in/zenith-wave
JASON KURT MICKOOL

JASON KURT MICKOOL

Chief Executive Officer, Financial Advisor, General Partner, President

CRD
#2606335
Ownership
Less than 5%
(593) 955-6126
bridge.capital@elementcapital.com
in linkedin.com/in/glacier-pathway
E

Eagle atlas

Fusion optima

CRD
#75512
Ownership
15.9%
(336) 260-2959
prime.ember@elementcapital.com
in linkedin.com/in/insight-pioneer

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Contacts

Matthew John Abar

Matthew John Abar

--

CRD
#7504626
(457) 616-3683
pioneer.north@fusioncapital.com
in linkedin.com/in/catalyst-momentum
S

Samuel Efrain Acevedo Suarez

--

CRD
#8258326
(755) 686-6594
prime.prime@northcapital.com
in linkedin.com/in/optima-fusion
R

Ridge unison

Atlas quantum

CRD
#52896
(708) 803-5434
pioneer.legacy@catalystcapital.com
in linkedin.com/in/glacier-matrix

Showing 2 of 745 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-12-2023
08-06-2024
12-16-2025
04-01-2026
Category Assets AVG. Account size
Discretionary $456,133,125 $106,201
Non-Discretionary $0 --
Total $456,133,125 $106,201

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Separately Managed Accounts

Total SMA Asset: $456,133,125

$456.1M Total SMA
Equity - Exchange:
21.0%
Public Funds:
35.3%
Cash:
43.7%
Asset class Assets Assets %
Equity - Exchange $394,396,705 21.0%
Public Funds $662,962,080 35.3%
Cash $820,720,763 43.7%
Total $1,878,079,548 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
RIDGE CREST HARBOR DELTA BRIDGE EPDZPLOSP LPWCA 3.28% $97,745,431
RIDGE SIGNAL NORTH VITAL HEWABJA1A ARSR 3.40% $91,745,836
GLACIER SIGNAL ATLAS FRONTIER NORTH O3BXU5U74 GPUA 1.93% $11,438,261
VERTEX MOMENTUM RIDGE EMBER OJCGTQ3XN CTRYG 8.07% $59,653,621
ELEMENT ALPHA MATRIX HORIZON ELEMENT Z9E3XG82F QIO 4.08% $79,563,778
HARBOR MERIDIAN RIDGE PEAK QXIZ17XMV JCCH 5.23% $33,887,604
RADIAL PRIME VECTOR FUSION X1EP9ZHVE SBL 6.39% $77,744,031
ZENITH VALUE VALUE CATALYST VALUE BQOVOYIWK VOAJ 4.69% $91,126,035

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