Jason Keith Norton

Current Employers

Employment History

• 08/2005 → Present
  Norton Financial Inc
  Douglasville, GA
• 07/2011 → Present
  Lpl Financial Llc
  Carrollton, GA
• 04/2012 → 09/2018
  Independent Financial Partners
  Carrollton, GA
• 09/2018 → Present
  Independent Advisor Alliance, Llc
  Carrollton, GA

Previous Registrations

• 2011-07-22 → 2018-09-26
  Independent Financial Partners
  Villa Rica, GA
  Carrollton, GA
• 2004-07-08 → 2011-08-01
  Waddell & Reed
  Atlanta, GA
  Villa Rica, GA
  Atlanta, GA

Other Businesses

(1) 12/26/2012: NORTON FINANCIAL, INC. - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). (2) 7/12/2013: NORTON FINANCIAL, INC. - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - VARIOUS INSURANCE VENDORS INCLUDING BANNER LIFE, GENWORTH, PROTECTIVE, NATIONWIDE, AND OTHERS. (3) 3/10/2014: CRUMP INSURANCE SERVICES - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - TIME SPENT 3% - INSURANCE THROUGH CRUMP INSURANCE SERVICES. (4) 5/10/2015: NO BUSINESS NAME - NOT INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - OTHER-NOTARY - STARTED 08/03/2012 - 1 HOUR PER MONTH - NOTARY PUBLIC. (5) 9/27/2018 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 08/10/2018 - 100 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 9/27/2018. I expect to spend approximately 100 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (6) 10/19/2018 - LTCI Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/02/2018 - 0 Hours Per Month - LTC. (7) 1/2/2019 - Norton Financial, Inc. - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/25/2018 - 160 Hours Per Month/6 Hours During Securities Trading. (8) 1/8/2019 - Independent Advisor Alliance - DBA: (Hybrid) Norton Financial, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 08/22/2018 - 100 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 1/8/2019. I expect to spend approximately 100 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (9) 09/15/2022 - Norton Classic Properties, LLC- Investment Related - Real Estate Rental - Start Date: 12/12/2016 - 12 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-07-07