Jesse-jelle Boot
Investment adviser representative at Bip Wealth, LLC
15 yearsExperience
1 stateRegistered in
$5.3BFirm assets
18 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Bip Wealth, LLCJan 2024 to now
- UnemployedJun 2023 to Dec 2023
- Mercer Global Advisors Inc.Sep 2019 to May 2023
- UnemployedJun 2019 to Sep 2019
- Bank of America, N.A.Jan 2019 to Jun 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Jun 2019
- UnemployedOct 2018 to Dec 2018
- BlackrockAug 2017 to Oct 2018
- Rotterdam School of Management - Erasmus UniversitySep 2011 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
Bip Wealth, LLC
$5.3BAssets managed
3,146Clients
63Advisers
18 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
- 7048498
- Firm CRD
- 143208