# JON NEE

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INDEPENDENT ADVISOR ALLIANCE, LLC](https://search.stillhousedata.com/firm/168267) | 2025-09-23 | present | Yes |
| [EASTOVER CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/150821) | 2019-05-16 | 2025-09-17 | — |
| [FIRST HORIZON ADVISORS, INC.](https://search.stillhousedata.com/firm/17117) | 2016-11-28 | 2019-03-22 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2012-02-29 | 2016-10-05 | — |
| [FIFTH THIRD SECURITIES, INC.](https://search.stillhousedata.com/firm/628) | 2009-08-03 | 2012-02-24 | — |
| [OPPENHEIMER & CO. INC.](https://search.stillhousedata.com/firm/249) | 2009-04-06 | 2009-07-22 | — |
| [STANFORD GROUP COMPANY](https://search.stillhousedata.com/firm/39285) | 2006-08-30 | 2009-03-13 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2003-01-29 | 2006-06-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4372924)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4372924.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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