James Trippon, financial advisor Houston TX

James Trippon

CRD Number: 2491347
Current Firm: Trippon Wealth Management Group LLC

James Trippon (CRD# 2491347) is an Investment Advisor Representative working at Trippon Wealth Management Group LLC in Houston, TX and has over 28 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Trippon Wealth Management Group, LLC Houston, TX Jun 2005 - Current 17
Bretton Woods Press LLC Houston, TX Aug 2002 - Current 20
J.m. Trippon & Co, P.c. Houston, TX Aug 1990 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S66 NASAA Uniform Combined State Law Examination Apr 2005
Contact Info for James M. Trippon
Phone Number: 713-661-1040
Registered State(s):
  • GA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    81
    MILLIONS
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $212,204
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

GA, LA, TX

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