Jesse John Lipscomb

Current Employers

Employment History

• 01/2009 → 02/2021
  Ira Solutions, Inc.
  San Diego, CA
• 03/2001 → Present
  Self-Employed Insurance Agent
  San Diego, CA
• 01/2015 → Present
  Roadmap Tax Services, Inc.
  San Diego, CA
• 05/2019 → Present
  Roadmap Insurance Solutions, Inc.
  San Diego, CA
• 02/2021 → 12/2023
  Truadvice, Llc
  Sarasota, FL
• 12/2023 → Present
  Bison Advisors
  Hartwell, GA
• 02/2010 → 04/2021
  Qualified Planning
  San Diego, CA
• 05/2019 → Present
  Roadmap Insurance Solutions
  San Diego, CA

Previous Registrations

• 2023-12-05 → 2024-12-31
  Bison Wealth, Llc
  San Diego, CA
  Atlanta, GA
• 2021-02-09 → 2023-12-04
  Truadvice Llc
  San Diego, CA
  Sarasota, FL
• 2019-10-18 → 2021-04-14
  Qualified Planning
  San Diego, CA
  San Diego, CA
• 2010-02-17 → 2019-12-11
  Qualified Planning
  San Diego, CA

Other Businesses

Roadmap Tax Services, Inc. - not investment related - 4025 Camino Del Rio South, Suite 300 San Diego, CA 92108 - Tax Preparation - Owner & President & Enrolled Agent - January 2015 start - 200 hours per month - 100 hours per month during security trading hours - Provide taxpayers with tax preparation services. Roadmap Insurance Solutions, Inc. - not investment related - 4025 Camino Del Rio South, Suite 300 San Diego, CA 92108 - Owner & President & Insurance Agent - May 2019 start - 50 hours per month - 25 hours per month during security trading hours - Provide Fixed Annuities & Life Insurance solutions to clients looking for risk mitigation. Self-employed Insurance Agent - not investment related - 4025 Camino Del Rio South, Suite 300 San Diego, CA 92108 - Insurance Agent - March 2001 start - 50 hours per month - 25 hours per month during security trading hours - Provide Fixed Annuities & Life Insurance solutions to clients looking for risk mitigation. Charcoal Valley Ranch LLC formed in April 2021. - not investment related - 42498 HONEY SPRINGS ROAD, JAMUL, CA 91935 - Cattle ranching / owner - April 2021 start - 20 hours per month spent - 0 hours per month during security trading hours - Primary residence sits on 8 acres. Want to make a profitable use of this land. Buy cattle, feed them, and sell them. I average about 20 hours per month (typically after 6pm PST during the week, and before noon on the weekends) feeding the cattle, ensuring they have water, and cleaning up the manure. Since this LLC is taxed as a "disregarded entity", my compensation will be a function of the net revenue of cattle sales vs cattle purchase costs plus operating costs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-05
• S63 Uniform Securities Agent State Law Examination
  2001-02-23