Jason Norton
Jason Norton is a registered investment advisor at Independent Advisor Alliance, LLC, based in Carrollton, GA, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
108 Corporate Drive, Carrollton, GA, 30117
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2024Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Jason is affiliated with Norton Financial, Inc. and Independent Advisor Alliance, providing investment advisory services and operating a DBA. He also sells non-variable insurance through various vendors and Crump Insurance Services, and owns Norton Classic Properties, LLC for real estate rental.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Independent Financial Partners
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.