James Robert Money

Employer firm

Bip Wealth, LLC CRD 143208

$5.29B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → 03/2025
  The Money Advisor Group, Llc
  Columbus, GA
• 05/2024 → Present
  Bip Alliance, Llc
  Columbus, GA
• 06/2025 → Present
  Bip Wealth, Llc
  Atlanta, GA

Previous Registrations

• 2024-08-15 → 2025-12-08
  Bip Alliance, Llc
  Columbus, GA
• 2015-07-20 → 2025-03-27
  The Money Advisor Group, Llc
  Columbus, GA
• 2007-08-30 → 2015-07-16
  Cambridge Investment Research Advisors, Inc.
  Columbus, GA
• 2005-05-13 → 2006-03-22
  Eagle Strategies Llc
  Albany, GA

Other Businesses

MAINTAIN AN ACTIVE INSURANCE LICENSE BUT NOT APPOINTED TO SELL INSURANCE WITH ANY COMPANY; INVESTMENT-RELATED: YES; START DATE: 06/1987; NO. HR/MO: 3; NO. HR/MO DURING SEC. TRADING: 0; DUTIES: CONSULT AND CONDUCT TECHNICAL RESEARCH ON INSURANCE COVERAGE AND SERVICES

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-03-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jim Money
• Jimbo Money