John Lewis James
Investment adviser representative at Ip Financial Advisory Services LLC
12 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
12 years in the industry.
- Ip Financial Advisory Services LLCJun 2023 to now
- Innovation Partners LLCJun 2023 to now
- World Financial Group, Inc.Jun 2021 to now
- TentialNov 2023 to Feb 2024
- Transamerica Employer BenefitsJun 2022 to Jul 2023
- Transamerica Financial Advisors, IncAug 2021 to Jul 2023
- GeicoMay 2014 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 5 states (DC, FL, GA, MD, VA).
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
- 4542630
- Firm CRD
- 305772