JON NEE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with INDEPENDENT ADVISOR ALLIANCE, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE, LLC | 2025-09-23 | present | Yes |
| EASTOVER CAPITAL MANAGEMENT | 2019-05-16 | 2025-09-17 | — |
| FIRST HORIZON ADVISORS, INC. | 2016-11-28 | 2019-03-22 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2012-02-29 | 2016-10-05 | — |
| FIFTH THIRD SECURITIES, INC. | 2009-08-03 | 2012-02-24 | — |
| OPPENHEIMER & CO. INC. | 2009-04-06 | 2009-07-22 | — |
| STANFORD GROUP COMPANY | 2006-08-30 | 2009-03-13 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2003-01-29 | 2006-06-19 | — |