Supreme Alliance
47yrs
Top advisor by experience in Charlotte
24yrs
Jon Nee
Financial advisor at Independent Advisor Alliance
Jon Nee is a fiduciary financial advisor in Charlotte, North Carolina, with 24 years in the industry. Jon joined Independent Advisor Alliance in 2025, after six years at Eastover Capital Management and two years at First Horizon Advisors. Independent Advisor Alliance offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 23% by experience in Charlotte
OfficeCharlotte, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$386,491
Advisors at the firm291
States licensed ?1 state
Services through Independent Advisor Alliance
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowIndependent Advisor Alliance, LLCCurrent firm
- 2019 – 2025Eastover Capital ManagementPreviously
- 2016 – 2019First Horizon Advisors, Inc.Previously
- 2012 – 2016Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2012Fifth Third Securities, Inc.Previously
- Apr 2009 – Jul 2009Oppenheimer & Co. Inc.Previously
- 2006 – 2009Stanford Group CompanyPreviously
- 2003 – 2006Banc of America Investment Services, Inc.Previously
Contact Jon
(888) 430-1555Independent Advisor Alliance main office Charlotte, NCOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jon
Tailored to Jon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Independent Advisor Alliance at (888) 430-1555 and ask for Jon Nee. Jon works from the Charlotte, NC office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2002, about 24 years. Top 23% by experience in Charlotte.
What licenses does Jon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Independent Advisor Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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