Jin Mei
Investment adviser representative at Independent Advisor Alliance, LLC
10 yearsExperience
1 stateRegistered in
$17.2BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Independent Advisor Alliance, LLCJun 2025 to now
- LPL Financial LLCJun 2025 to now
- LPL Enterprise, LLCFeb 2025 to May 2025
- Pfs Investments Inc.Aug 2024 to Feb 2025
- Primerica Financial ServicesApr 2024 to Feb 2025
- UnemployedFeb 2023 to May 2024
- RobecoApr 2021 to Jan 2023
- UnemployedMar 2021 to Mar 2021
- Franklin TempletonMar 2019 to Feb 2021
- UnemployedFeb 2019 to Feb 2019
- NatixisMar 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5444080
- Firm CRD
- 168267