Jin Mei

Current Employers

Employment History

• 04/2024 → 02/2025
  Primerica Financial Services
  Huntersville, NC
• 08/2024 → 02/2025
  Pfs Investments Inc.
  Huntersville, NC
• 02/2023 → 05/2024
  Unemployed
  Charlotte, NC
• 04/2021 → 01/2023
  Robeco
  Shanghai
• 03/2021 → 03/2021
  Unemployed
  Shanghai
• 03/2019 → 02/2021
  Franklin Templeton
  Shanghai
• 02/2019 → 02/2019
  Unemployed
  Shanghai
• 03/2015 → 01/2019
  Natixis
  Beijing
• 02/2025 → 05/2025
  Lpl Enterprise, Llc
  Stallings, NC
• 06/2025 → Present
  Lpl Financial Llc
  Matthews, NC
• 06/2025 → Present
  Independent Advisor Alliance, Llc
  Charlotte, NC

Other Businesses

1- 06/16/2025 / Rutledge Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) / Start Date:06/02/2025 / 160 hrs mth / 8 hrs during trading / 2) 06/25/2025 - Independent Advisor Alliance - Investment Related - Registered Investment Advisor Hybrid - Charlotte, NC - Start Date:06/02/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 6/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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. 3) 06/25/2025 - Rutledge Financial Partners - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:06/02/2025 - 160 Hrs/Mth - 8 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-22
• S63 Uniform Securities Agent State Law Examination
  2024-11-18

Other Names

• Mei Jin