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John Hester

Investment adviser representative at Bip Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.3BFirm assets

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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

11 years in the industry.

  1. Bip Wealth, LLCAug 2021 to now
  2. Royal Alliance AssociatesNov 2020 to Aug 2021
  3. Hornor, Townsend & Kent, LLCJan 2020 to Oct 2020
  4. Penn Mutual Life Insurance CompanyJan 2020 to Oct 2020
  5. Seattle MarinersNov 2015 to Jan 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

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
7217308
Firm CRD
143208
Advisor's SEC record (opens in a new tab)
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