Jeffrey Joseph Scrimenti
Investment adviser representative at Ip Financial Advisory Services LLC
26 yearsExperience
5 statesRegistered in
$481.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Ip Financial Advisory Services LLCDec 2019 to now
- Innovation Partners LLCOct 2015 to now
- Self EmployedDec 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 5 states (AZ, ID, OR, PA, WA).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1451945
- Firm CRD
- 305772