Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Norton is an investment advisor representative, with over 18 years of experience in the industry. Jason is currently registered with Independent Advisor Alliance, LLC, and has a broad experience with both investment advisory and broker-dealer services. Prior to working with Independent Advisor Alliance, Jason has been with Waddell & Reed, Inc., LPL Financial LLC, and Independent Financial Partners. Jason's primary focus is on helping individuals, families, businesses, and trusts meet their financial goals through a combination of investment advisory and insurance services. Jason is also a registered representative with LPL Financial.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
10/01/2018 - Present
Independent Advisor Alliance, LLC (Carrollton GA)
GA
06/24/2004 - 08/01/2011
WADDELL & REED, INC. (VILLA RICA GA)
BOTH
Issued 07/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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