John Hester (CRD# 7217308) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 4 years of experience in the finance industry. John Hester has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bip Wealth, LLC | Atlanta, GA | Aug 2021 - Current | 2 |
| Royal Alliance Associates | Jersey City, NJ | Nov 2020 - Aug 2021 | < 1 |
| Penn Mutual Life Insurance Company | Horsham, PA | Jan 2020 - Oct 2020 | < 1 |
| Hornor, Townsend & Kent, LLC | Horsham, PA | Jan 2020 - Oct 2020 | < 1 |
| Seattle Mariners | Seattle, WA | Nov 2015 - Jan 2020 | 4 |
| Unemployed | Phoenix, AZ | Jun 2015 - Nov 2015 | < 1 |
| Philadelphia Phillies | Philadelphia, PA | Oct 2014 - Jun 2015 | < 1 |
| Los Angeles Angels | Anaheim, CA | May 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- GA
-
Total Assets Under Management2,834MILLIONS
-
Total Number of Accounts7,272ACCOUNTS
-
Average Account Value$389,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, DC, FL, GA, IL, KY, LA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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