Justin Tyler Yost
Investment adviser representative at Bip Wealth, LLC
14 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
14 years in the industry.
- Bip Wealth, LLCMay 2023 to now
- Morgan StanleyAug 2022 to Apr 2023
- Fieldpoint Private Securities, LLCJul 2021 to Jul 2022
- StudentJan 2012 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7406205
- Firm CRD
- 143208