Jane Reichard

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 08/2021
  Ubs Financial Services Inc.
  Charlotte, NC
• 08/2017 → 05/2020
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 04/2019 → 04/2020
  Unc Chapel Hill Graduate And Professional Student Federation
  Chapel Hill, NC
• 04/2018 → 04/2019
  Unc Chapel Hill Graduate And Professional Student Federation
  Chapel Hill, NC
• 05/2019 → 08/2019
  The Santa Fe Opera
  Santa Fe, NM
• 05/2018 → 08/2018
  The Santa Fe Opera
  Santa Fe, NM
• 05/2017 → 08/2017
  The Glimmerglass Festival
  Cooperstown, NY
• 07/2016 → 05/2017
  Triad Stage
  Greensboro, NC
• 05/2020 → 08/2020
  Unemployed
  Chapel Hill, NC
• 08/2021 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 01/2024 → Present
  Lpl Financial Llc
  Charlotte, NC
• 01/2024 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2021-09-15 → 2024-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 2021-02-17 → 2021-09-07
  Ubs Financial Services Inc.
  Charlotte, NC

Other Businesses

1- 01/08/2024 / Sage Financial Systems / DBA for LPL Business (entity for LPL business) / Investment Related / Start date: 01/08/2024 - 160 Hrs Mnth / 40 Hrs during trading 2- 01/18/2024 - Sage PIanning Team LLC - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 160 Hours Per Month/ 40 Hours During Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 9/27/2023. 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- 01/18/2024 - Independent Advisor AIliance - Registered Investment Advisor Hybrid - Admin- Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 160 Hours Per Month/ 40 Hours During Trading - I provide administrative support to Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 01/2024. 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. 4- 01/18/2024 - Sage FinanciaI Systems LLC - Registered Investment Advisor DBA - Admin- Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 160 Hours Per Month/ 40 Hours During Trading - I provide administrative support to Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 01/2024. 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. 5. 09/02/2025 - Other - Business Owner - Home Based - Not Inv Rel - Start date: 08/23/2025 - 30hrs/mnth 0hrs during Trading

Exams

• S66 Uniform Combined State Law Examination
  2021-02-17

Designations

• Certified Financial Planner

Other Names

• Jane Alexandra Reichard