Jameson Jr

Independent Advisor Alliance, LLC

Investment Advisor
in Columbia, SC

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About this Advisor

George Jameson Jr is a certified financial planner who works out of Columbia, South Carolina with a total of 2 years of industry experience. Jameson Jr is an advisor for Independent Advisor Alliance, LLC. Their career trajectory has included roles at Lpl Financial LLC, Cornerstone Financial Advisors, Cornerstone Wealth Group, LLC, Independent Advisor Alliance and Capital Wealth Group LLC. Jameson Jr has Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in North Carolina and South Carolina. Independent Advisor Alliance, LLC is a financial advisory firm based in Charlotte, NC. The investment advisory business has offices in 132 locations and a total of 227 employees. It has $10 billion in assets across its 47,432 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 91 charitable organizations. Of its 47,432 customer accounts, 28% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Independent Advisor Alliance, LLC performs a number of services, such as 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. Fees for financial management typically are based on which services the firm provides the client. Fees billed by Independent Advisor Alliance, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

2 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

Office Location

Columbia, SC

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management


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


SC Average: 22
Total Number of Accounts


SC Average: 1,917
Average Account Size


SC Average: $1,890,985

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

George Jameson Jr Work History

George has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Capital Wealth Group LLC

2021 - Present (3 years)

Independent Advisor Alliance

2018 - 2021 (3 years)

Cornerstone Wealth Group, LLC

2016 - 2017 (1 year)

Cornerstone Financial Advisors

2013 - 2021 (8 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of George Jameson Jr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Advisor Alliance, LLC

Timothy Sallee
Springfield, MO
William Addison
Columbia, SC
George Jameson Jr
Columbia, SC
David Bolick
Salisbury, NC
Mona Khairi
Little Rock, AR
Allison Grier
Rock Hill, SC
Wesley Burrell
Springfield, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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