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James Edward Hamilton

Ipi Wealth Management, Inc.

Brentwood, TN

Decatur, IL

CRD 4483149

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Employer firm

Ipi Wealth Management, Inc. CRD 111872

$2.66B regulatory AUM 26 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:

Current Employers
Ipi Wealth Management, Inc.

226 W. Eldorado, Decatur, IL 62522 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2007-01-05
  • TN RA
    APPROVED
    Since 2007-01-05

Branch Locations

Brentwood, TN • United States

226 W. Eldorado, Decatur, IL 62522 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Puryear, Hamilton, Hausman & Wood, Plc Nashville TN 10/1997 Present
Ipi Asset Management, Inc. Decatur IL 01/2007 Present
  • 10/1997 → Present
    Puryear, Hamilton, Hausman & Wood, Plc
    Nashville, TN
  • 01/2007 → Present
    Ipi Asset Management, Inc.
    Decatur, IL
Previous Registrations
  • 2004-04-05 → 2006-12-31
    Phhw Investment Advisory Services,Llc
    Nashville, TN

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