Jason Backus
Jason Backus is a registered investment advisor at Independent Advisor Alliance, LLC, based in Carrollton, GA, with 10 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason operates his LPL business under the DBA Norton Financial and is a Registered Investment Advisor DBA through Norton Financial, Inc., spending about half his time on securities trading. He also provides investment advisory services through Independent Advisor Alliance, dedicating about 10-20% of his time, and uses Backus Investment Services, LLC for tax/investment purposes, spending about a quarter of his time on securities trading.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
State Registrations1 state
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.