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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 02/2012 | 09/2016 |
| Wells Fargo Bank Na | Charlotte | NC | 02/2012 | 09/2016 |
| Unemployed | Charlotte | NC | 10/2016 | 11/2016 |
| Ftb Advisors | Charlotte | NC | 11/2016 | 03/2019 |
| Eastover Capital Management | Charlotte | NC | 04/2019 | 09/2025 |
| Independent Advisor Alliance | Charlotte | NC | 09/2025 | Present |
Compensated from investment-related sales of insurance and annuities through firm and its affiliated entities. 9/2025 - JN Wealth Strategies - DBA for RIA - Investment Advisor Representative - Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-26 |
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