Jason Scott Murray
Investment adviser representative at Ip Financial Advisory Services LLC
16 yearsExperience
2 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
16 years in the industry.
- Ip Financial Advisory Services LLCJul 2023 to now
- Innovation Partners LLCJul 2023 to now
- 7 Mindsets To Successfully Transition From Employee To EntreprenJan 2023 to now
- Our Stories Our Voices: Black Men Speak Their TruthFeb 2020 to now
- Faith+ Purpose= LegacyFeb 2019 to now
- Abundant Network, LLCSep 2015 to now
- Genesis Business CapitalApr 2014 to now
- FiservApr 2021 to Apr 2022
- Rep NetworkJul 2017 to Apr 2022
- Executive One Healthcare ConsultingApr 2014 to Nov 2018
- Transamerica Financial Advisors,. IncJan 2012 to Jul 2023
- WfgJun 2010 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 3091940
- Firm CRD
- 305772