CHARLOTTE, N.C. – March 29, 2018 – Independent Advisor Alliance (IAA), a leading independent registered investment advisory firm, announced today that Jon Reidenouer has joined the company as Chief Operations Officer.
In addition to optimizing organization effectiveness and supporting strategic business initiatives, Reidenouer will collaborate with existing team members on compliance, business development, and relationship management to refine and grow services for IAA’s clients.
“I’m thrilled that Jon has chosen to join our team. I have a long working relationship with Jon and have experienced firsthand his well-rounded understanding of the industry as well as his knack for solving complex problems,” said Robert Russo, Founder and CEO of IAA. “Jon will be a great advocate for our advisors and bring an experienced and steady hand to our business operations, playing an instrumental part in helping IAA to continue to adapt and thrive at our rapid rate of growth.”
“I’ve always felt a shared connection with the employees of IAA and the way they do business. They are committed to building a thriving organization for the long-term and doing things the right way,” said Reidenouer. “In this newly created role I aim to enhance the service experience for IAA advisors, and I look forward to partnering with them to help grow and develop their practices.”
Reidenouer spent the last 12 of his 20 plus years in the financial industry with LPL Financial, gaining experience in operations, service management, and business consulting. After serving as relationship manager to top advisors for several years, Jon managed projects for the hybrid RIA division. A graduate of the University of Richmond’s Robins School of Business, he is Series 7, 66, and 24 licensed.
Jon joins the roster of recent new hires Deanna Boskovich (Advisor Experience Director), Diamond Pollard (Advisor Service Associate), Tina Von Canon (Advisor Service Associate), and Chris Zaccarelli (CIO).
About Independent Advisor Alliance
Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves more than 100 independent financial advisors in 14 states and services more than $5 billion of retail client assets.
About LPL Financial
As the nation’s leading independent broker-dealer*, LPL Financial offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 15,000 financial advisors and approximately 700 financial institutions. They also support more than 4,000 other financial advisors with customized clearing solutions, advisory platforms, and technology.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.
* As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
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