# JASON ROBERT LIPPS

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERITUM WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/321634) | 2022-06-03 | present | Yes |
| [REALTA INVESTMENT ADVISORS, INC](https://search.stillhousedata.com/firm/134952) | 2018-09-25 | 2022-03-17 | — |
| [REALTA INVESTMENT ADVISORS, INC](https://search.stillhousedata.com/firm/134952) | 2011-08-02 | 2018-07-10 | — |
| [THE COASTAL ADVISORY GROUP, LLC](https://search.stillhousedata.com/firm/139534) | 2011-05-13 | 2011-07-21 | — |
| [PCA INVESTMENT ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/123475) | 2010-03-29 | 2011-01-18 | — |
| [BRECEK & YOUNG ADVISORS, INC.](https://search.stillhousedata.com/firm/40395) | 2002-04-24 | 2005-12-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4214778)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4214778.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.