Jesse Lipscomb (CRD# 4353680) is an Investment Advisor Representative working at Bison Advisors in San Diego, CA and has over 23 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Bison Advisors | Hartwell, GA | Dec 2023 - Current | < 1 |
Roadmap Insurance Solutions, Inc. | San Diego, CA | May 2019 - Current | 4 |
Roadmap Tax Services, Inc. | San Diego, CA | Jan 2015 - Current | 9 |
Self-employed Insurance Agent | San Diego, CA | Mar 2001 - Current | 23 |
Truadvice, LLC | Sarasota, FL | Feb 2021 - Dec 2023 | 2 |
Ira Solutions, Inc. | San Diego, CA | Jan 2009 - Feb 2021 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2001 |
S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- CA
-
Total Assets Under Management1,157MILLIONS
-
Total Number of Accounts6,352ACCOUNTS
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Average Account Value$182,145
- A percentage of assets under your management
- Hourly charges
- 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
- Educational seminars/workshops
AL, AR, CA, FL, GA, IA, ID, IL, LA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA
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