Matthew
Jelnicky

Independent Advisor Alliance, LLC

CRD#3238821
Investment Advisor
in Charlotte, NC
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About this Advisor

Matthew Jelnicky is a certified financial planner whose office is in Charlotte, North Carolina. Currently an investment advisor with Independent Advisor Alliance, LLC, Jelnicky has an impressive 21 years of work experience as a financial advisor. Jelnicky holds a Series 63 license, qualifying them as a securities representative. Jelnicky can work with clients based out of North Carolina and South Carolina. Over the course of their career, Jelnicky has held roles at Matthew G. Jelnicky Cpa Pa, Financial Network Investment Corporation, Cetera Advisor Networks LLC, Lpl Financial LLC and Independent Advisor Alliance. Independent Advisor Alliance, LLC is based out of Charlotte, North Carolina, and has 87 additional offices throughout the United States. In aggregate, Independent Advisor Alliance, LLC oversees $3 billion in assets across 15,183 accounts and employs more than 107 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 15,094 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisor firm's 15,183 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Independent Advisor Alliance, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5970 Fairview Road #124
Charlotte, NC 28210

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$4,731,036,610

NC Average: $3,625,019,099
Total Number of Employees

175

NC Average: 22
Total Number of Accounts

24,157

NC Average: 1,917
Average Account Size

$195,845

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Matthew Jelnicky Work History

Matthew has 21 years of experience.

2015 - Present (4 years)

Lpl Financial LLC

2015 - Present (4 years)

Independent Advisor Alliance

2013 - 2015 (2 years)

Cetera Advisor Networks LLC

1999 - 2012 (13 years)

Financial Network Investment Corporation

1997 - Present (22 years)

Matthew G. Jelnicky Cpa Pa

Disclosures

Matthew Jelnicky has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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