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Jennifer Defries

Ipi Wealth Management, Inc.

Bloomington, IL

Decatur, IL

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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-01-02
  • IL RA
    APPROVED
    Since 2020-01-02

Branch Locations

207 W Jefferson St. Ste 101, Bloomington, IL 61701 • 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
Investment Planners, Inc. Decatur IL 09/2016 07/2019
Ipi Wealth Management, Inc. Decatur IL 07/2018 07/2019
First Allied Securities, Inc. San Diego CA 07/2019 10/2019
Investment Planners, Inc. Decatur IL 01/2020 Present
Ipi Wealth Management Decatur IL 01/2020 Present
  • 09/2016 → 07/2019
    Investment Planners, Inc.
    Decatur, IL
  • 07/2018 → 07/2019
    Ipi Wealth Management, Inc.
    Decatur, IL
  • 07/2019 → 10/2019
    First Allied Securities, Inc.
    San Diego, CA
  • 01/2020 → Present
    Investment Planners, Inc.
    Decatur, IL
  • 01/2020 → Present
    Ipi Wealth Management
    Decatur, IL
Previous Registrations
  • 2019-08-02 → 2019-10-08
    First Allied Advisory Services, Inc.
    Normal, IL
  • 2018-07-17 → 2019-07-16
    Ipi Wealth Management, Inc.
    Decatur, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-16
S63 Uniform Securities Agent State Law Examination 2017-01-18
  • S66 Uniform Combined State Law Examination
    2018-07-16
  • S63 Uniform Securities Agent State Law Examination
    2017-01-18
Other Names
  • Jennifer Sue Defries
  • Jennifer Sue Harms

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
KRAFT FINANCIAL, LLC

Other Investors

SCOTT DUANE MILLER
GIOVANNI ANTONIO BERNETTI
Michele L Heller
H David Osnowitz
JOHN C. MEINHOLD
BRETT ARRON MCDANIEL
Mark Isaac Osnowitz
Susan Frances Elizarraras

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLOOMINGTON, IL
SAVANT WEALTH MANAGEMENT · Bloomington, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Bloomington, IL
SAVANT WEALTH MANAGEMENT · BLOOMINGTON, IL
LPL FINANCIAL LLC · BLOOMINGTON, IL
EDWARD JONES · BLOOMINGTON, IL
EDWARD JONES · Bloomington, IL
THRIVENT INVESTMENT MANAGEMENT INC. · BLOOMINGTON, IL

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