Jesse John Lipscomb
Investment adviser representative at Compass Financial Management LLC
25 yearsExperience
1 stateRegistered in
$893.8MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Compass Financial Management LLCOct 2024 to now
- Bison AdvisorsDec 2023 to now
- Roadmap Insurance Solutions, Inc.May 2019 to now
- Roadmap Tax Services, Inc.Jan 2015 to now
- Self-employed Insurance AgentMar 2001 to now
- Truadvice, LLCFeb 2021 to Dec 2023
- Qualified PlanningFeb 2010 to Apr 2021
- Ira Solutions, Inc.Jan 2009 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Compass Financial Management LLC
$893.8MAssets managed
2,228Clients
45Advisers
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
- 4353680
- Firm CRD
- 156345