JASON ROBERT LIPPS is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with MERITUM WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MERITUM WEALTH MANAGEMENT LLC | 2022-06-03 | present | Yes |
| REALTA INVESTMENT ADVISORS, INC | 2018-09-25 | 2022-03-17 | — |
| REALTA INVESTMENT ADVISORS, INC | 2011-08-02 | 2018-07-10 | — |
| THE COASTAL ADVISORY GROUP, LLC | 2011-05-13 | 2011-07-21 | — |
| PCA INVESTMENT ADVISORY SERVICES, INC. | 2010-03-29 | 2011-01-18 | — |
| BRECEK & YOUNG ADVISORS, INC. | 2002-04-24 | 2005-12-15 | — |