Ryan C Merriman
Investment adviser representative at Bip Wealth, LLC
10 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
10 years in the industry.
- Bip Wealth, LLCOct 2024 to now
- J.P. Morgan Securities LLCFeb 2022 to Oct 2024
- JPMorgan Chase Bank, N.A.Feb 2022 to Oct 2024
- Bobby Jones LinksSep 2021 to Jan 2022
- UnemployedMay 2021 to Aug 2021
- Goldman Sachs & Co. LLCAug 2019 to Apr 2021
- UnemployedJul 2019 to Jul 2019
- Cox CommunicationsNov 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2024
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
- 7167194
- Firm CRD
- 143208