Jason Armond Marshall

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:

Current Employers

Independent Advisor Alliance, Llc

11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States

Current Registrations

Authority	Category	Status	Date
AR	RA	APPROVED	2026-08-06

AR RA
APPROVED

Since 2026-08-06

Branch Locations

900 S. Shackleford Suite #605, Little Rock, AR 72211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New York Life Insurance Co	Little Rock	AR	02/2015	03/2017
Lpl Financial	Little Rock	AR	04/2025	Present
Marshall Insurance And Financial Solutions	Maumelle	AR	03/2017	05/2025
Independent Advisor Alliance	Charlotte	NC	07/2026	Present

02/2015 → 03/2017

New York Life Insurance Co

Little Rock, AR
04/2025 → Present

Lpl Financial

Little Rock, AR
03/2017 → 05/2025

Marshall Insurance And Financial Solutions

Maumelle, AR
07/2026 → Present

Independent Advisor Alliance

Charlotte, NC

Other Businesses

1.08/21/2025; Marshall Creative Group; Graphic and Web Design; Not Investment Related; 120 Keyston Ln. Maumelle,AR; Start Date 12/01/2019; 5hrs/mth; 0hrs during trading 2.08/21/2025; Sage Insurance Partners - subsidiary of FIG (Financial Independence Group); Non-Variable Insurance | Disability Insurance | Lo; Investment Related; Charlotte,NC; Start Date 05/01/2025; 80hrs/mth; 4hrs during trading 3.08/07/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name GenWealth Financial Advisors; Investment Related; at Reported Business Location(s); Start Date 06/20/2025; 160hrs/mth; 8hrs during trading 4.08/12/2026; (Hybrid) Independent Advisor Alliance; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/05/2026; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 7/2024. 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.